RE:RE:Grant's chit chat ... Grant is a genious. These assets are going to be minting money in 9-12 months time. The .73/yr dividend will be increased I think in 18 months to ateast $1/yr.
Natural Gas is still cheap in NA. I expect this winter to be brutal in NA and we will see some serious appreciation in Nat Gas prices, exceeding the $9 that we hit last month. That is where the jewel is with the XTO assets and Grant sees this.
I wouldnt be surprised if Nat Gas is exported from Canada to Europe later this year early next. I think this is what Grant was referring to when he said the Govt has been asking to increase production.
Whitecap is well positioned for all this. Ignore the short term noise.
Good luck!
Shak