transformation with next CEO = Neil RoszellWith the high decline rate and the cash flow limitations, the majot analysts are forecasting a (dismal) 5% production growth for CPG y-o-y. The Permian producers (with firm transportation) are achieving 20% production growth,
The P/CF multiples tell the story. With no majr infrastructure problems, CPG with agressive managment could achieve a respectable P/CF of 6.
Other than oil prices, where's the meat? Double down on E. Duvernay and do a stock deal with RRX (before Stampede) then spin out the cash cow?
Maybe Neil Roszell is the next CEO???