RE: New to the BoardGlad that you start to post. Always good to have constructive discussion.
A thought I have had with nat gas prices. I see a big glut coming. Demand will not rise as fast as supply can increase. But the best part of that is that it actually makes the Utica MORE valuable.
It will be more valuable because of the competitive advantages of proximity to markets, and fiscal regime. Large companies that are getting burnt in other types of plays will want to be here to survive.
Therefore, I don't worry much about the Utica players wrt gas prices - it is about asset value!
JMHO
nb