RE:Moody's Analysis
I don't think that anyone is taking the Moody's report for granted. You also have to read all the good items that they published in the report.
We know that the management team is not taking this Summit acquisition for granted and they realize the debt load that they are putting on the shoulders of the company.......................... but they do have a fairly clear plan to reduce this debt in a fairly short timeline if they desire.
I'm a believer that Stella will come on line next year and that Brent hangs around that $100.00 mark.
I also see additional acqisitions before Stella is complete.