RE:Crew Mgmt is lagging.Storm is one of my favourites and has stop notch management, as does Kelt, and at the top of the heap is Tourmaline with Mike Rose. That being said Crew has some of the best land around and they are not in any immediate debt stress. Ideally they would shed the heavy oil assets but I suspect they don't want pennies on the dollar for an asset that's making money at this time.
They have survived the worst pricing for NG in a lifetime and have a plan that should bump cash flow in the Montney so I don't see them being in a rush. If they can steadily do what SRX has done they don't need to hit a home run, although a home run would be great, and they should be in good shape for when NGL will lift demand and hopefully prices for all Canadian NG producers. I think that is what I'm hearing from the management right now. I'm no expert but some respected geologists thought BXE had a combo of too much debt and not the greatest land and terrible drilling execution. Mike Rose as above all a very smart geologist and a business wizard.