I will never understand how it all works, but I imagine if other shale produces goes bust due to POO it would leave 88E in a good position to pick up where others can't, and hopefully be in a position of production when the POO returns to the $50 +
http://www.zerohedge.com/news/2016-03-01/art-berman-sees-oil-heading-16-will-lead-banking-bloodbath
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