For me, the presentation was lacking in clear takeaways on the front page. It seemed vague and almost like PB gave DW some info and didn't really work on the presentation himself (because PB is a real salesman and I think the presentation would have been more impactful).
I also think this was rushed out because they are meeting with a room full of fanboy investors on Friday and needed to have something released.
I think if they had waited to finish the seismics and include a new IRR this would have gone way better. As it stands I think we're going to see the price drifting lower for a while...
For me, the presentation was lacking in clear takeaways on the...
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