M B, $4MM sounds like a re-frac to me. I can't think what else it could be but Jay might have another idea.
Hard to tell. Many of the current HA operators are private companies that do not make corporate presentations and rarely issue a press release. The public companies occasionally mention plans for some modest number of re-fracs. The bottom line is that re-fracs are not a priority for any operator at this time though all of them expect that re-fracs will be a part of future operations as the technology improves and the costs come down. The challenge of isolating specific stages within a perforated lateral for a re-frac is much different then the original completion operation. And as new completion designs get better, and recover more reserves, it is unclear whether re-fracs on those wells will be economic at some point in the future.
It gets little media attention but has been obvious within the industry for some time that the original HA horizontal well designs were not very good and left a lot of reserves in the ground. In the lease retention phase of the Haynesville Shale, companies emphasized speed and cost as they raced the clock to HBP their leasehold. It was only after that phase and the drop in natural gas prices that companies turned their attention to how to increase recovery percentages and lower the cost to produce an mcf.