RE:RE:RE:seekin alphaThanks for feedback. I agree on nat gas generally. I have solid positions in both AAV and ARX. See ARX announced their first agreement with one of the LNG CANADA partners. Was great to see. So far AAV is being valued re ev/flowing boe about same as all its peers (bir, pey, tou, arx). So no real value so far being allocated to this Entropy (unless one felt it would lag behind without) though being valued less than bir or pey anyway wouldn't make much sense. Maybe arx and tou a bit.
Really interested to see to what extent this Entropy will be used in other industriies like cement, etc and how small in scale it will ultimately go re being economically workable for smaller scale emitters who will also need cc options to reduce potential emittions costs. We will see. Thanks again for your thoughts.