Kevvie was right in the wash up to be buying mid 2.40’s when it looked like a scale back was in the works.
Now he has gotten over the Andover ownership breakdown, he seems to be more on the money than others on the forum as to the mechanics behind the data.
I feel there is a reason for the drilling announcement lags, (no Longi not because they are bad) I think they know low ball offers will come if they don’t hit the ground hard and get the mre out quickly.
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