One More Time just in case anyone missed it ..
 
 

http://watch.bnn.ca/market-call/february-2013/market-call-february-8-2013/#clip861372

 

you will find what you are looking for near the minute mark. The one point this clip makes thats very positive is that three out four short positions are now covered. The argumaent being made is why invest in plays that are a what if situation when you can buy up a proven resource!