(legislated) Reduction in flaring makes sense - also should mean some corresponding investment in gas gathering infrastructure (which I now also remember that was in a previous Qtrly or ops update).
On the flip side though, while this increases BOE and thus makes the overall decline QoQ appear lower the number to pay real close attention to then is the oil only production number. Probably have to revisit the Jul/Aug/Sep oil production - just seemed odd to see such a large drop on oil. What did the producing days look like this Q over previous Qtr.
Rob,
any time you want to jump over to LNR to discuss any quants let me know - I reckon their numbers will stand up to any scrutiny. Be happy to see some discussion go on over there. Did a lot of scrutiny of numbers on AKK and NSE over time and FWIW they didn't pass my tests.
SSN Price at posting:
0.6¢ Sentiment: None Disclosure: Not Held
