RE:RE:RE:RE:RE:RE:RE:RE:Good Management and No DebtFirstworld has alot of trash. I agree our govt is incompetent garbage but Canadian LNG has alot of advantages including price and time. Montney has some of the best pressured wells in the world with top notch paybacks, much better than USA. Appalachian is now bottlenecked and building new infrastructure is similiarly challenging in PA and NY as it is in Canada. LNG is a small part to a much bigger gas puzzle. Canadian exports for natty are at the highest since 2011 and could increase when the NGTL expansion is down later this year. Top it off with increased domestic usage.
I expect we'll see a pick up of condensate drilling into 2022 as line 3 and optimizations come online, not before transmountain in 2023.
all very bullish for trican. get long now. could be going back to double digits within a couple years.