I guarantee you that the new guy, John, will advis

I guarantee you that the new guy, John, will advise Treaty that they can walk and chew gum at the same time. Meaning that Treaty, as an energy company, can generate significant revenue from oil production and selling leases. I don't see why they can't do both. And if they are actually listening to investors they would do both. Remember that ARCO, John's former stumping ground even own gas stations which I believe is now part of BP