bankers is in an excellent position.....At $90 Bankers is still generating netback of ~$40 and a forward annualized FFFO of $365 M. Which is much more than they need to fund their capex of $313 M. In addition they have an estimated $70 M in Cash and Working capital of over $200 M and available credit of $120 M. The receivable from AMRO will be collected finally at a rate of an incremental $6 per bbl until paid so a good portion of the $200 Million of WC will be transformed into addition cash. So these guys are likely still generating free cash flow at $90 at 25000 bbl/day forward production and will soon have over $100 M in cash on hand. So, Bankers is one of the safest bets in the oil and gas complex. They have zero net debt and positive net working capital after debt of ($220 M estimated current working capital - $104 debt drawn) of $116 M or 45 cents per share. Also they had a quarter over quarter production growth of a whopping 6%.....the largest gain on record over the last three years to my knowledge. Amazing story.