RE:Updated presentation etcGlad to see that you have been holding up the fort here. Kelt seems to be a very interesting stock with very good prospects for growth and asset value accretion. For me it seems to be an excellent candidate for diversification for a sector I cannot get enough of. A tip of the hat to Cheadle who first mentioned Kelt a ways back on another board. I wasn't too interested at the time, but circumstances change and we are now seeing strong signs of the markets appreciation for this type of asset rich growth stock !!
I will wait till I get up to speed before saying more. For now though I am most curious as to what are the real constraints on growth. I presume there are some permitting issues and gas plant processing issues. The infrastucture costs seem rather high , are they one off or enduring ?'
Thx for any advice any one can give !!