Josh Young Sep 15th short presentationJosh giving another presentation on Journey 15 Sep 22
All things he has discussed before, but still worth a listen. Presented before the most recent WTI decline.
I thought the chart showing aquisition costs per B/D was interesting. As he mentioned it doesn't speak to the quality of the barrels, but it is an interesting snapshot. My WCP was looking expensive...
https://www.youtube.com/watch?v=r8I5sS3-diA&t=4s