Liquids Rich MontneyThe entire investment community is interested in companies like NVA and POU because of the liquid rich nature of their production and the fairway these guys are playing in. They are in the heart of the liquids rich montney.
Is ARC management so bold to say the entire investment community is wrong, attachie may be good but will they get better returns than just ramping up the potential on the VII generations assets. Assets that are derisked with 10 billion in reserves in place.
My guess this is stupidity, and they need to rethink their asset base.
The best projects should get the capital they need now, my guess is Attachie is a pet project.
IMHO