RE:RE:RE:ARO and Debt Comparison YGR, IPO, and PRQInplay oil is in trouble long term if they don't get entrada and obsidian outbids them.<br /> entrada only drilled 4 wells this year and q1 2024 they state production is like 3900 boe a day.<br /> Lower commodity prices are going to force hard decisions for smaller companies as if they shrink too much have to take bank debt to do next drilling program.<br /> Ipo cash flowed 13.4 and entrada has similar assets so probably cf 4-5m in q3.<br /> <br /> I really like obsidan energy for medium term now they are strategically placed.<br /> if obsidian belly river hits in Willy green which it should, entrada oil battery would be very useful.<br /> <br /> Lower oil prices and lower aeco hedge curve will push more deal soon.