Lost = 135 bopd.
From 575 to 340/day.
Could be a long time for additional bopd to be added.
As i said earlier the risk is high - very high.
And the sp reflects this.
Very unlikely CAX can even meet its payment obligations now and
we are back to hoping arrangments can be made - again - to postpone it.
Going to cost a lot of bucks to do so.
Nothing in the near future - next few mths - to look for.