Ok, I thought so
The monetisation via harvesting cashflow is about to commence , initially when the FMDP starts to produce, which will be boosted when Bruins is in production, and again with Jewell and finally with the Rangers DSU.
Monetisation via land sale, in part or in whole will only happen when that process will be deemed to give a better return than cashflow “harvesting”.
Selling the PUD reserves is the only thing on the graphic they probably won’t do in the short and medium term…. Or ever if the numbers don’t add up
The process of reinvesting the cashflow to scale up into a larger acreage position will be the next stage as they look to find a replacement for SWISH…. That will take a little while longer.
Ok, I thought soThe monetisation via harvesting cashflow is...
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