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CountOfMeltedCrisco

08/04/23 3:44 PM

#1734 RE: BestFishes #1733

"Surrounded by production" is about as sure a thing as
you're ever going to get in The Oil Patch.

To put it in football terms, Art called an "audible". Suddenly
these two entities come out of seemingly nowhere, the >$100
Billion gas trading firm and this Turkish firm controlling these
oil blocks, and say "Art! We wanna do business with YOU!"
so Shrewd Art says - at the line of scrimmage - "Halt SASB,
for now; get the 6 wells balanced and optimised; we're gonna
go drill us some oil wells and a CBM well!"
. This.... is the mark
of a great CEO or a Hall of Fame QB... sees how the situation
has changed in real time and adjusts their strategy accordingly.