Yes I did detect that, but the fleet status report from ensco what just updated recently. Could very well be a forward indicator, or I could be reading it incorrectly.
If Mitra still have the rig and need another week, then that actually makes sense given the release date on 13 Sept. Counting back roughly 45-days from this date brings us to the end of July which is closer to guidance.
Just quickely on NSA - I did contact KC yesterday about it. You might be on the money Tshirt in terms of impact to production. Without going into too much detail the key out-take what how they intended to keep flow steady without in-term decline; 300bopd looks easily achievable as does 500bopd. This is big money if they can maintain margins at over $60bbl.
The Californian assets are completely flying under the radar.
NEN Price at posting:
33.5¢ Sentiment: Buy Disclosure: Held