RE:RE:RE:Q3 transcriptThe deferred maintenance was picked up in Q3 from Q2, it's more a COVID related decision than an engineering one. They're not too far off from beginning to think about the next PGR turnaround though.
Short term the best thing I can do for the shareprice is sell off working interest in contract assets (Pipestone gas plant) but longer term they're probably best off maintaining interest. The pause in drilling activity at Pipestone could play into their favor as it allows them time to reload the balance sheet and start thinking about phase 2 in 2-3 years.
Looking at the growth trajectory of Kelt and Pipestone the region will be short of processing capacity, even with Wapiti phase 2, in the 2023-2025 area, about the same time LNG Canada could begin pulling gas west.