what do you think ? I like we are investing more into business with 10% stake, that always shows good confidence or the fact they wanted insight into the Frac fluid, execution details. Loss of production is well explained, revenue is good, loan is easily covered , position is still significant and seeing success with peers is good news.
I do find the BD side has changed to being very confident to get partners which I don't think something they would put out if the conversation are not going the right way. ( I may be reading too much into it) there is a tone change from last quarter comments on BD. hold tight and be patient as they want to ensure the engagement are on right terms !
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