I would have one adjustment to your CF numbers Jurek. The operating costs / barrel in March were approx $20 and much of this is fixed in nature (as mentioned in the Q1 PR). I would suggest that the operating costs would be closer to $15 / barrel going forward with higher production volumes. This would add approx 5 million to CF per month. But maybe you took this into account in your forecast.
I think the POD 1 CF/month will be closer to 15 million with a WTI of $125 & operating costs of 15. Also CF in March from all other sources apart from POD 1 were 5 million - and this was without any contribution from MRC. If MRC can post even a 5% margin this also is worth another 5 Million / month. In total, CLL could be generating upwards of 25 million / month in CF if firing on all cylinders - or approx $1.20 (annualized) per diluted share.