RE:Interview with GFListening to that makes me very happy and proud to own this company.
40% of cash flow for steady state. I love this company. Miles ahead of most EP north and south, this should be commanding a big premium. And I think it is presently occurring. look at the relative strength bne vs peer co's. I still think there should be more yet, but guess we will see.
They could be paying over double the dividend right now abset the debt reduction. Capex front loaded but we should see it in some in Q3. but remember q3 will be a bit lighter with the shutdown.