Not really talking about our current SP.
Let's say they cut the production, that means the POO is going to go up - how long before that happens?
Likely before or after we start drilling?
Is a higher POO also then going to impact on potential farm-in/-out agreements for our conventional leads? Or in other words, where would the POO need to be to make our main leads economical?
Let's say they don't cut the production again because too many alpha males in one room as usual and the POO is going further south again.
I assume we then have to focus more on the unconventional as it wouldn't be economical to chase our conventional.
Would that mean that once we've spent our on Icewine 2, we need to do a CR, maybe institutional investors again, as wages still need to be paid, the data still needs to be evaluated etc.
Just like last time, it's probably going to take a while until we get the results.
Just trying to get my head around any possible scenarios.
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