ARO obe / bte
I was looking to see aro because besides history that's everyone's concern. So I got 2600 wells in 2019" so I looked at BTE and 4500 wells. Based on the same cost per well that 1.17B in ARO hence why they say they'll eliminate it by 2040. While I was looking through the various documents I found the slide of ours about maint and re stim 5-10k/boe ... very good. And last I found in the 5yr forcast bte put out they assume Clearwater at 6k boe and possibly 10 ... meaning ours is 5300ish already and much more material to us as a % of production. Another take away is debt + aro would take both conpany the same ammount of years .... unless oil was a higher than 70 then we make more because they have 42% oil hedged. I am extremely bullish