RE:Kelt a fun ride - Ramping up production in Q4Kelt relies on cashflow to pay for reserves development. Charlie Lake doesn't have the best reserves but it has the best cashflow. Ergo, drill Charlie Lake wells first.
Interestingly enough, I believe that when natgas prices are good ($4+), Pouce Coupe West has very strong cashflow as well.
Cashflow assets enable development assets. Without cashflow assets and/or hedges, you're at the mercy of...