It pains me watching the brilliant man try and commmunucate his mastermind ideas that he subconsciously intimately understands but because he doesn’t hardly shed a thought on them he has trouble explaining them to the layest of layman.
I thought the whole thing looks great and I’m particularly excited about the improved position regarding pipeline reform since SOA and I’m also pumped RC seems as passionate as ever to maximise SH value.
It seems RH was keener for MAC SOA. It also seems SR and DK are pumped - but you’d expect that.
I also loved the dead or alive comments with regards to supply trips and sell price convergence with n+1 supply pricing meaning well priced GSAs can be sorted to fill NGP from merenie and pv.
I just hope processing and demothballing don’t cost too much?
I also loved the drilling being undertaken can be directed straight into production processing without need for flaring.
It also looks as though this is going to happen faster than scheduled with gas results from merenie horizontal by start March and before June for the other drilling.
All pretty rock solid and set for NGP and revaluation by mid 2-18
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