RE:RE:SDE prod data from Scotia. Look at those Velvet wells!Hmmm... yes... the more I think about it... the more I think we don't need to go to that level of granularity on this, especially since the NGLs are the "middle of the road" in terms of profitability. If our object is just to get the 'heads up' on a siginificant beat or miss so we could do an adjustment on our portfolios I think that is sufficient.
Moreover, I didn't see any Petrinex data or Scotia data driven trades... so I have to think we are the most on top of this (besides Insiders) and that is likely sufficient.
What made you take this on as your largest position? I did this looking at the upgrades from Scotia, the low costs, the growth in production... and the consistent lag in the SDE price compared to others.