I think the fact oil and gas prices have remained high during the first quarter is a huge plus. How much production was lost to the weather is the question I most want answered about the first quarter. I think forward guidance for 2nd quarter will be very good.
A lot of investors are most worried about what is happening with the Permian assets, but that will take care of itself in time and raise the pps when they announce it. I don't see a special dividend in the cards for the end of year because I expect they would raise the regular dividend before issuing a special one. I do expect the company to raise the dividend within 12 months.
Meanwhile, I will enjoy my current dividends and re-investments.