RE:RE:RE:RE:RE:Something brewing?Yes once the first one goes others will follow. There are agreements in place to share best practices. The stars are slowly aligning, Tax credits in place, the indigenous investment fund, reasonably firm oil price, potential issues with carbon capture, engineering largely done other clean tech projects coming to the table to provide cashflow during the buildout phase and the stock overhang has largely been eliminated. So starting to get interesting. That said, I don't think you will get an a la carte set of options. That presents issues regarding proper disclosure but also regarding negotiating position. That said, I think it is clear that CVW plans on becoming a clean tech royalty vehicle. On the oilsands side we know the rough economics per site, we know there can be up to 6 sites, we don't know timing and we don't know percentage splits (although their presentation shows a 50/50 capital contribution split so we can likely make an educated guess) . We don't have much intel on alternative clean tech opportunities other than they are pursuing them. But honest at this stage that is just gravey. I think there is enough data to calculate the project values (they have given you detail cost, expense and revenue estimates). It is kinda of our job to make an estimate around the unknowns - timing, number of sites, equity split and probablity of success and reasonable foward P/E trading level. Personally I think it fairly easy to get a range of valuations of between $4 and $7 per share per site once up and running. That said, I would recommend you do your own analysis. After that if it looks attractive it is patients and monitoring until projects are either inked or abandoned (not my base case).