webcastI've been waiting for the webcast replay to appear on the TAL website, but no luck so far. Perhaps someone here can answer my questions.
They have accelerated their drilling program. I understand there are savings in not having to release the rig, but would they do this if they didn't have a place for the oil to go? Is this a cause for optimism that they have had some success with alternative sales routes? They were clear that they do not see expanded storage as an option.
They were asked about their five year outlook, and replied with a 50 to 70 thousand bpd number. That suggests significant alternatives to barging.
I was being distracted during the webcast, and would appreciate what others got from it. Thx, Bill