RE:APPLYING 20% RISK FACTOR TO PREVIOUS UN-RISKED TYPE CURVESthe cause = poor performance of the 'new' 15T fracs to save capex
20T reinstituted in August and performance improved = reason for 4Q2019 production miss
all 'between the lines' in the corporate presentation but the clues and the smoke/mirrors confirm it
check out www.fracfocus.ca to access all fracked wells since 2013....YGR = 162 wells
a little bit of calculating and the proppant tonnage pops