This boat must have a hole TAL isn't rising with the tide like it's peers. Price is down a bit over the past several weeks. I recognize that there was a great run up before that but TAL should be over .80 just on oil prices.
I looked back and seen production was only at 5000bpd until Jan 9 but it's been consistently @20k since then so Jan/Feb production should average about 17,700. Q1 forecast is under 16800 I think so March must have some buffer built in or the decline rates are very steep or? They should be doing 24k now (constrained) so I'd be interested in learning why there is a significant spread. With these prices, they should be relentless to maximize production and sales.