Otto, you're right they will need capital to fund it. My valuation numbers are on current multiples and current capital structures ie. all else equal there is a 3X multiple spread on 2019 between ROSE... login to read the rest
Hey guys. Thanks for your questions. So I have some good news. I didn't intend for it to be this way, and frankly would rather have not this happened as I meant to answer these... login to read the rest
i had the same question on the differentials. looks to me like they locked in the differentials for 2018 and 2019 on about half their oil in the $4-$5 range, but current diffs are running... login to read the rest
Thanks for the idea, mm202.
Could you address the takeaway & basis concerns, and localized cost inflation? I have a feeling that management's "conservative" guidance on the pricing in '18 & '19 is baking in a... login to read the rest
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