Post by
Bennys65 on Apr 08, 2022 7:16am
Brian at CAPP conference
Spoke to MA.More players at the table for good stuff.Thinks some of the privates will look to teast the market second half.Hinted at tve small tuckins saying our free cash flow at 70 wti will be 190 million at 70 wti.Sees that going to debt and MA..We jv with rolling hills in southern clearwater,Producing over 4000 bpd.Not sure if we want it all as they have a bunch a land elsewhere.As for the Jarvie stuff slam dunk if the price is right.My takeaway is if the market thinks we are higher for longer for oil the price companies are prepared to pay will be going up.
Comment by
egee on Apr 08, 2022 2:13pm
Based on those views: -debt reduction first , result JUST coming in over target of $375-325m -possible slight divy floor increase -special one time divy,unlikely -Brian saying to Eric, "you gotta wait 1, maybe 2 quarters before you see the $$ -eric replies, "TVE" your on my speed dial , but moved further down my list (#2-4 down to #8-9)