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Bobwins

03/10/23 11:32 AM

#166 RE: cuggegrosse #165

Missed the call. Will try to find a replay this afternoon. Don't expect anything spectacular. Mgmt is conservative and going for low cost, conservative ways to drill smaller, high return wells. I imagine steady as she goes narrative to drill out the many opportunities they have.

I was disappointed in eps for Q4 but hopefully hedges will even out over time and they get a little help from price of WTI going forward. Gotta believe those Chinese drivers and travelers are going to stoke crude demand going forward into 2023-4.