Ann: CG21 Bulleit Field Performance Update, page-60

You'd think so. Maybe they're allowing a period of price discovery ? Only thing worse than a CR is a failed CR.
I'm happy to be corrected if someone wants to post up some figures to prove otherwise.

Here's mine

Imo, funding of the USD39.5m is the immediate concern. As previously posted, the FY 2020 report stated they had invested USD16.1m in GC21 up 30-06-20. That leaves USD23.4m to be paid after June 30. In the Sept qtr, they spent 3.078m on development, leaving a balance of USD20.3m owing on GC21, not including any further remedial work.

Cash end of Sept qtr was USD14.264m

Revenues (NRI) for Dec qtr (from Sept/Oct/Nov production) should come close to USD6m
Less Production costs USD0.3m
Beluga costs ~USD2m
Interest and Principle payment USD2.8m
Staff/Admin USD 0.9m
= ~ 0

So we're around USD6m short of the required funds to pay whats owing on GC21.Then we also have to pray that any remedial work will be delayed for a qtr or two or we'll need more funding to pay that, as Alaska will absorb our FCF in the Mar qtr.