Hey clueless, 75% of vikings output is Dodsland; ,time for u you to convert your yuan to $ & average down since u love these new fundamentals. Put your money where your mouth is,instead of looking for an argument!
I'm long as well & I held PWE all the way down because of Dodsland. All I'm saying is I'd rather have seen them get their much needed cash from the greater viking and keep the Jewel to ensure their survival.
Even JPM is concerned about high margin conventional assets leaving.
PWE formerly prided itself on being one of the largest independent conventional oil plays with an fx advantage that has changed.
I hope your right,it sounds discouraging to me due to other sources claiming that will be our best & most sought after acreage however,will those remaining Viking holdings have the equal high margin metrics?