RE:RE:RE:PNE's outlook...Is LNG export a close probability for Canada on a significant scale or at all? I don't think so.
PNE is nice but its hedges are not as good as in prior years for OTT success beyond March end.
Possibly a static situation with flat prodn and possibility of lower average prices and hence revs, etc
What size of tuck in acqn from cf alone cud occur in that scenario. I remain long as bought much lower.