RE: On reserves - HeliosIthaca will be better de-risked once Athena comes on later this year.
Of course, the real risk is macro, not Ithaca. If PoO drops (as the December puts suggest), the sp is dead.
When Greece goes (next week or by Dec) there will be massive turmoil. This will be a buying opportunity for those with cash, including IAE.
COOP