RE:RE:RE:RE:Hummm JV HoneymoonThank you LR for your summary.
I agree that it was a great Q. I too am curious of is the reputation of MCR with respect to the contract swap. I knew that there were some strains with Spiecapag and that MCR would not be looking to do another JV with them - so clearly there was some dynamic at play behind the scenes - also taking into consideration the loss of spread 5.
Any insight on the NGTL contractor bidding timing / chances for MCR?
I also really want MCR to be aggressive with the NCIB. I am shocked that they havent been in the past while (at sub $2.50!). Frank is obviously somewhat against it, but if someone offered him a piece of equipment that had that large of an intrisic value discount he would jump on it, and I do highlight that with mgmt when I speak with them.