joe allin is the turnaround here for shale? last week numbers were up.lix: five in the muck, one in the primary an. peter: as they have come off of the bottom, companies have raised their guidance and been ine optimistic about output 2015. what it might do for oil prices is add supply. the 38% premium. what did you make of the pricing behind it? alix: their key the keys -- joe: -- reserves were in the low cost basin, obviously they are privy to adding to it for good acreage. what are some of the other companies people on looking at in light of this deal? peter: the key things to look for our good acreage and -- weak balance sheet. -- eagle for it, but that balance sheet refer to liquidity problems. unfortunately cannot give us those names, but can you tell us about the quality of the see? we might part of the issue was that prices fell and the companies were still being rated to prevent these deals from getting done. peter: that is the biggest conundrum in the space. they are too wide. this is the first time where it actually met. and what was the cataly