High leverage to natural gas prices and low costs
Excellent review - I appreciate the longer forecast to 2024!
I really appreciated this. I was wondering how you came up with production estimates for the 2023-2024 wells. I haven't seen that in their Corporate Presentation but wasn't sure if you were able to infer it from drilling plans. Thank you again.
I estimated their capital efficiency (the cost to add 1 Boe/day of production) and divided it into their capital budget excluding ARO capital.
Thank you very much for sharing your analysis. I greatly appreciate it.
Excellent review - I appreciate the longer forecast to 2024!
I really appreciated this. I was wondering how you came up with production estimates for the 2023-2024 wells. I haven't seen that in their Corporate Presentation but wasn't sure if you were able to infer it from drilling plans. Thank you again.
I estimated their capital efficiency (the cost to add 1 Boe/day of production) and divided it into their capital budget excluding ARO capital.
Thank you very much for sharing your analysis. I greatly appreciate it.