Hi mir911. great post, thanks. I'm not expecting the co to provide a running commentary so have been wondering if anyone's heard anything further on Jaws in the last few weeks - and you seem to have your finger on the pulse here.
Do you know if the blowout caused any lasting damage to the reservoir or equipment that couldn't be cleaned up and may impact things going forward - or is it all good to go? (you say no skinning/loss of perm, etc...?)
Any further thoughts on timeline, which you said could be 4-8 weeks depending oh how quickly they draw it down?
One would hope they didn't damage anything and that they've learned the lessons and know how to manage a sudden spike next time(?), such as allowing pressure to come straight to the surface. These guys have done some really good work in getting this far. Do you have any idea how confident they are going the last mile?
Very interesting times for STX with some great mgt, team and huge upside, but def no guarantees in life so...who knows? Of course, cash situation not flash either so sp getting back to lows of many years. Bad sign or great buying op... ???
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