March Corporate PresentationThe March Corporate Presentation is on Crew's website.
As always, not much different from the prior one. I noted the following:
- Expect more than 9,000 boe/d of condensate in Q4/23 vs 6,000 boe/d in Q4/22
- Tax pool are now at $0.9B (I believe they were at $1.2B in prior presentations).
I understand that it is probably hard to come up with 7-10 new slides every month, but I wish Crew was putting a bit more effort on these monthly presentations. They do not hold conference calls with shareholders, hence their only communication is the presentation. I feel they use 15 minutes/month just to update the figures to the most recent quarter, period.