Listened to Webcast on Sunday take away points:
1) production now at 24k a day
2) pricing better then brent
3) potential for another 3K a day later in year
4) assuming an average production profile of 25k +
5) should FCF north of 55m a month
Outliers
1) decison to expand W
2) potential accretive acquisition
3) low chance of dividend or share buyback