RE: Global Oil Selloff perhaps they will repeat the capital raise of December 16? where they sold off a $50 million overide to shore up the balance sheet.
at that time, most of the analysts were saying that BNE needed to do something - those comments have not been issued yet but that is more likely the fact that the drop off in this diferental has been so fast.
they did surprise the market when they did it, so GF has shown that willingness to act in advance rather than just through the rear view mirror - but others have already posted much better than i about the many positive sides of BNE mgmt.