RE:People finally realized It all depends on how aggressive they get with 2020 drilling plans.
They'll need money if they get aggressive (i.e. 4 wells in 2020 as their PPTs show), but then again, they'll only get aggressive if the data is good, which means the SP will go higher anyway.
Right now, my money for 2020 is on a bookend near Dev-1, followed by a HZ. At 31.5% interest, they can easily carry this. Let's hope the HZ is actually profitable (or at least close to break even)