I am long I must admit.....you are either in this company for...

I am long I must admit.....you are either in this company for $5-10 or don't bother...it is a classic long duration play............I agree the key uncertainty is whether they can find enough demand for oil to justify the $4000/ton price....if they can then fill your boots....in a sense the bull case is that it ends up similar to Transurban style earnings stream....the bear case would be that they cannot get the yields.