When they have been guiding for years of 20,000 plus bopd production and now drop it to 14,000 management has lost credibility. Invest to supplement the barging fleet is a no brainer. Or is it a case of them knowing Perez is going to shut things down every 2 months. Either way they are clearly decieving shareholders. Ready to sell at least half of my holdings after I hear the presentation on thursday--as the potential reward is no longer worth the risk.