NFX announced future production estimates, where he forgot to account for this year's 43% liquid growth, not the 39% old projection, such that 2014-2016 growth percentage are lower (versus a higher rate this year). These rates should have been adjust when the higher current growth rates were presented (oops, he forgot).
And real oil growth drops as Oklahoma is getting more capital, which will produce higher NGLs and NG, with lower oil. Capital spending is flat going forward, suggesting growth is too slow to produce or justify higher capital spending.
How about selling some acreage, in order to grow faster? NFX has more land than it can ever drill. Investor want growth, not a pile of assets sitting HBP!!!