If everything is priced in then what makes the sp go up? Is 1300bopd priced in as well since that was had been in all base case estimates? Are Rangers and Flames priced in, since they've been talked about for years? Are 20 wells producing all already priced in since they've been in the plan all along?
Is selling the Woodford PUD drilling rights already priced in? Is buying and developing new acreage already priced in? What is not priced in since all of these things are already common knowledge? What is the point of making any ann of literally everything has already been priced in? What will be the catalyst that gets this thing moving?
Today's ann was what many in here have been saying will be the trigger to higher sp movement. It was out of sync with the regular ann schedule of since drilling began, and including the "extensive oil and gas shows" language makes it sound like there is a significant amount of resources down there. So if that ann falls flat once again what would the ann that would get this dog moving?
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- Ann: Jewell Well Operations Report
Ann: Jewell Well Operations Report, page-92
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