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$NFX 2Q15 Q&A: Smith of Bank of America asked to update on Anadarko process and where moving pieces will fit in. Gary answered that equity raise and the revolver extension in that offering leave with $2Bil liquidity. At the right place and time, NFX would sell non-strategic assets to further accelerate activity in Anadarko.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.