Recent discussion seemed to be focused on what people said...

Recent discussion seemed to be focused on what people said months ago. My interest is what is the company doing now.

Seems to me that the most important indicators of successful strategy shift will be well completion news, production reports, Gulf commitment, bringing more deep drilling rigs online and high impact results.

I would expect there to be news on a fair few of those indicators over the next 4-6 weeks. That would also include a company meeting.

What are people's thoughts on an end of November pass mark on company strategy? Mine...

Production 1200bpd
20 new wells
Gulf signed and operating
At least one high impact hit
One new deep rig

Additional leases etc would be interesting but not the main game.

I agree that the 21c holders would have been off loading some this month as we have our CGT relief. I did and free carried now. The rest will sit and grow and return dividends down the line.