RE:RE:Anyone watching?Bought more also. Agree this team has "major" company experience which comforts me vs the junior mid team type, like their Montney neighbours. I'm in the Not a fan of Pat Ward club given his last performance but the rest should be more than competitive given relative LNG and H2S experience vs peers.
I bought on Mgmnt/Montney alone, the legacy h2s infrastructure needs competent engineering..check
Marketing exp/dry nat gas/liquids./LNG.check
No bank debt...check
My query would be infrastructure at Flatrock?, seems i read they had existing interests but wasn't able to identify anything but unproven land referencing only offset curve analogy. Am also a Kelt SH and along with others am perplexed at Kelts capex into dry gas on its offset land. When reviewing Insider CV's there's connections ie CFO et al
Thoughts?
Marketing is critical