RE:Debt repayment slooooow I don't know about that. They had $805 million of FCF in 2022 vs $297 million in 2021. So keep in mind that we only had Delta onboard since mid October, just 2.5 months and look at those numbers.
If you look at the 4th quarter of 2022 (with Delta) compared to 2021 without, we had over $109 million more dollars of FCF in this quarter.
So for 2023, we'll have the FCF from Delta for the entire year so it could be an extra $436 million from Delta, that would get us to around 1.3 billion FCF this year. Of course my numbers aren't exact and we don't know where oil is going but if you're an oil bull like me, just think of the possibilities.
It will be interesting to see if TVE gives about FCF projections for 2023 but I'm definitely not seeing 4 years to pay down this debt.