Thanks for getting more of the story. Of note COS had anticipated being at 350,000 BOPD now, and it is of little comfort to say they hope to be at much higher utilization rates over time as it begs the question how much higher, when and how are they going to get there.
I believe management must have a plan and a timeline to get to 350,000 BOPD and I believe they should incoporate it in their presentations. Further I think the 400,000 debottlenecking program should be laid out along with a timeline.
These are what growth investors are focused on and once upon a time what COS shared with the investment community.