Capital Efficiency And Cost ReductionsAnalyst notes that a tighter 2026 capital plan combined with lower operating and royalty costs can improve free cash flow, enabling more reinvestment or enhanced shareholder returns.
Reserve Inventory And Payout EconomicsAnalyst observes that the shift into Charlie Lake and Clearwater, together with early wells showing robust payout performance, implies longer inventory life and potential upside to reserve values that could re-rate the stock.
Waterflood ExpansionAnalyst highlights that doubling planned waterflood investment and materially higher injection rates should lift recovery from Clearwater assets, supporting stronger production and extended cash flow generation.