Agreed, i would love to know the tax pool (credits) that CE1 could have, a huge off set from blackspur. Would save tn of millions.
Added more at 19. Even at 20c is still the old 1c pre consol. It hit 012(24c) when Oil was last around here and IMO we are set up alot stronger.
Using the macro models from Hedgeye and Macro 42, both have Q4 into Q1 being bullish Energy as we enter Quad 2/3 models...
Giddyup
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