Hard to argue with you on AEZ's apparent problems finding a partner for it's Bakken land.
I like KOG and their Bakken play and of course they are getting very good wells. AEZ is being valued by blue sky potential right now and they need to get moving. One other difference is AEZ has less than half as many shares of stock.
I'm no expert but I like the Bakken play and have started wondering about well spacing as BEXP in particular and KOG keep adding # of fracture stages and seem to get better IP's. If that translates into much larger EURs per well with, in BEXPs case, frac stages every 350 feet or less then why not drill wells with long laterals (9000-10000ft) about 350 feet apart to better drain the shale formation. With long laterals and 350 foot spacing two sections of land could support 15 wells.
