Answer to questions in my inboxNo, I have no info on the Kawa well. Zero, nada, ni conyo. Seriously, if Kawa were dry do you think that the vested interests that Schzeibzey and others mentioned wouldn't have bailed by now with oyl dissolved and fec 0.1x at what it is now? They said something in their PRs that would even get the deck hands attention because to obtain what they got from the hole would have put the rig on high alert. My only beef with some people is this playing on people's expectations. The pumpers who now are trying to cover to maintain their credibility. They should explain what a roustabout knows.
Anyway the sp will find it's own equilibrium regardless of MM and pumper manipulation. Is oyl fairly valued now? My own opinion is that it's undervalued from what I glean from the PRs.