RE:The Long GameIf Q1 is not a drilling success then things would really be a disaster.
The 6 wells in Ferrier are best land with good spacing.
Taqa to west and YGR best 2022 wells to east all did about 300 - 400 barrels/d for a while for 2 of the wells. The other 4 are just on the other side of the 2022 wells with good spacing.
I think baseline expectation should be 1000 barrel/d oil combined for the 6 wells for at least a few months which should put things on a positive trajectory.
Perhaps one reason why they are not putting out guidance yet is to get these wells a bit of runtime so they can send out a positive operations update with the poor Q4 report.