Sweet 16 Growth Portfolio: An updated Net Income & Cash Flow Forecast model for Oasis Petroleum (OAS) has been posted under the Sweet 16 Tab.
My increased Fair Value Estimate is shown at the bottom of the forecast model.
> 110% production growth in 2012
> ~50% more production growth in 2013
> 16% reduction in completed well costs in the past 12 months.
> Move to pad drilling development costs should continue to drive down F&D costs.