RE:RE:RE:Investors should take comfort…Q2 #s overall were enlightening in general though every E&P is down anywhere from 5 to 25% from their 52wk high. ARXs #'s look good to me, honestly I don't see much reason to be concerned - they have to get the job done but certainly north of $1B annual FCF if prices hold and they are capex disciplined, similar to TOU profitability on a per boe basis IMO (and that includes an extra $3/boe of realized hedging losses) if not better. Btw not sure which notes they can pay early and at what penalty if any. For the capex, its just a matter of realizations vs capital efficiency really as this has a direct impact on cashflow. We'll see what happens but cautiously optimistic.