IMO  I believe that in order for a share price re-rating to begin on Monday investors are going to want to see the following: 1) Production for Q1 on plan or above with no surprises wrt to production shut ins, EPS and CFPS at least in line, a Q2 to date production of the new Ithaca to be at least 15K (17k -18K would really seal the deal), a hedging program that will produce the cash flow to pay out the acquisition cash and debt for Valiant in the 2 year timeframe (as indicated in the acquisition presentation) regardless of Brent tumbling, a GSA project update that still shows a mid 2014 production start up (particularly indicating the firmed up start up of ENSCO 100 at Stella) and finally an updated confirmed rest of year production guidance for the new Ithaca (that confirms the 14K-15K 2013 production guidance). IF these are all positive, LOOK OUT ABOVE AS FAR AS THE SHARE PRICE IS CONCERNED. I believe investors are particularly concerned with the level in debt this year in light of the pressure on Brent and the question of whether GSA will start production in mid 2014.