RE:Presentation very detailed and interesting presentation. Company is making sure that the enviroment is one of their top priorities. CEO explained that they are CONSERVATIVE on their production numbers as there alot of factors that could impact (shipping availabilities, water levels, social) and they want to be seen delivering at least on what they forcast. I am concerned on a few things-how small the FCF is, more importantly, how their business is so enterwined/dependant with the state producer that is in a lousy financial position. Good news, if production exceeds/prices higher their will be material expansion of FCF and the ability for more return of capital...see for yourself...dwdc