Actually think that we are in the beginnings of a gradual runup the usually doesn't get started for a month or so yet, as long as we don't have another blockade or similar disaster.
Not is by far the most active, but we are awaiting results from PRB, FNC is about to start drilling again, CLF has just started, and now BMK is about to do so also.
To really get the ball rolling, we need one good hit. It could come from any of these players, but NOT still remains the most active by a good margin, so the odds are with them. They also have the most likely sources of this new hit with AT12, drilling at depth, and all that raw land waiting for the drill bit.
Best regards
K