RE:RE:RE:RE:RE:Q3 released I don't see a significant increase in production cost. Regardless, unlike gassy AAV and others, Kelt is focusing on liquids, mainly light oil, condensate and NGLs. If the ultimate goal is to develop a producing liquids-rich asset to add value for a possible sale, as they have done in the past, spending capital on expensive gas processing plants is not justified.
I think the management made it clear time ago and it was never in the plans or guidance. There should be no surprises here. All I see is a disappointing Q3 but there is more clarity about the future, if one has enough patience.