As part of this lengthy process, petitioners were required to submit numerous items to the department, including detailed survey work and core drilling samples.

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Instead, there are late nights with Icahn building convictions by drilling down on two or three core issues, and lots of phone calls.

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If data drilling is your game, then your core asset is trust.

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Secondly, layered on top of our core thesis, we see significant upside from a potential industry shift back toward natural gas drilling.

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