RE:RE:RE:RE:April 1, 2024 Oak ExpansionI'm in agreement.
As a "producer" they need to get their heads around offtake and hedging if they are going to be successful. This is especially true if they are going to take on debt to build the associated infrastructure.
I don't think they market minds them paying for well development with shareholder equity, but I think that the infrastructure buildout will need some debt.
Tourmaline (pre-Topaz spin out) did a fantastic job of making this a core competency several years ago and this allowed them to pursue the incredible production growth they ultimately experienced.