"TMS Operators ‘Deep-Out-of-The-Money’ Call Options On Oil"

"Tuscaloosa Marine Shale (TMS) play will still require crude oil prices of >$75/bbl, Baird analyst Ethan Bellamy said in note.

Infrastructure plans at TMS likely to be placed on hold until activity, production levels can reach scale needed to bring increased midstream infrastructure spend to the region"

Except for Goodrich - they are not placing their drilling on hold!