Bottom line Boone and prem watsa including TPG (recently increased ownership % ) have unlimited resources to do research (DD) on SD.. Unless one of these entities starts selling I'm not in the least bit worried about SD's assets and balance sheet. I'll let these big boys do my DD! Whether voting GREEN or WHITE.. Remember.. the bottom line.. all 3 are on the same side they all would benefit with an increase in PPS.
Thanks, great post! Only if the increase stands up. selling assets, if thats the route for TPG, assets and balance sheet changes. I hear sell some miss acres on here, if their not proven acres the value may not be there yet. If they are to get top dollar, production will have to go with them. Thats the change in assets and Balance ,i don't have faith, in TPG with. Dor, lets see if MMR pans out that could increase our offshore leases. We have a lot of territory around the same area. not all 183K are in the area but some are.
TPG's plan is not only selling assets but cutting overall cost. You cant complain with that unless you have job there. Keep Tom and board then you get the same increase year after year and keep blowing cash.