RE:RE:My take on Q1Welcome to the ygr fan group Darcy and thanks for your very interesting posts
Kavern: i was very bullish on q1 prod but the management told me the q1 will be impacted by the extreme cold of Jan- feb + the fact they needed to stop producing while drilling from existing pad
overall q1 should be very flat (est 12500)
they have ramped up the production in March and should be around 14000 now
CFO confirmed the 60-40 capex (infrastructure is part of the s1 capex)
On gor expect 45-50 for the year
Reasons why still being fully invested, i don’t share your exaggerated enthusiasm