Malcy States Prod will Double to 20,000/daySwale, thanks for the link to Malcy's latest riff. I find it interesting that the prevailing narrative for IAE production post-Stella is now 20,000 boepd given that production has been above 9,000 boepd for Q3 2016. This suggests two things. Either current production is about to drop to 4,000 boepd in Q4 2016 or Stella first oil is NOT going to reach 16,000 per day but rather 11,000 per day. IAE management started floating this narrative about 6 months ago and it looks like it has stuck. the thing is, IF Stella does come in at 16,000 pd and other production is reduced to say 4K - 5K, then IAE really becomes a one-trick pony moving forward and any interruption simply cripples the company ala Iona energy. Let's hope that Stella does come on by early Jan and the PoO is closer to $60 becasue even post-Stella this company holds tremendous risk.