Yes BMK is a good place to be.  However, make sure you do a reality check with your belief systems in addition to the facts.  You said:

"None of us knows what's going to happen in the future. "  after having made a number of strong assertions of what will happen.  These two stances seem to be in conflict.

You also stated that BMK has more JVs than NOT, though I don't think you'll find that BMK has the 10 NOT is working on or the land that NOT is JV'ing on presently.  

You state that nothing is pending on the other plays which is certainly not the case with NOT expecting assays at any time.  My point is that, while I think BMK is a great play which I am also involved in, your knowledge of what is going on may not be complete.

"Believe it or not, it's not just about what's in the ground." Though there is an element of truth in this, the bottom line is that with the attention this area is getting, it is all about what's in the ground!  BMK has a good team but NOT likewise has top notch people running the show.... so I wouldn't discount them in the face of the BMK team.

I'm glad we have been fortunate to have invested in BMK but let's be clear about the distinction between facts and beliefs.  Do your DD