I want to hear plans with their Great Gobs of CashWIth the great gobs of cash piling up in their coffers, and an even greater pile coming next year when hedges expire, I'd love to see them take the "Nutall Pledge", and codify a return of capital model based on FCF after capex required to keep production flat.
I'd prefer to see it heavily on Share buybacks at these absurdly cheap prices, but a promise to return 50% of FCF through share buybacks and dividends, and the remainder to reduce debt would lead to a massive share price jump in this name.
The market won't react well to increased spending to increase production, unless its tied to a model like this.