look at the value TB sees in the Hawk Springs Permian
-> US$10 NAV / share
THAT's where his "You ain't seen nothing yet" comes from
50% of SSN upside from there
32% upside from Roosevelt (Bakken and Three Forks combined)
and just 16% from the Hawkes Springs Niobrara frac play
Total upside to US$21 from US$1.87 now
You aint seen nothing yet :)
bring on that second crack at SoA,
and Aussie and Gretel IIs
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