Understand the webinar will be made available as soon as possible, which will probably be in a day or so I guess.
RC seems to be back to his old self, confident and focused. This is a nice change to his appearances in 1Q17 when he was looking quite beat.
The positive in my opinion was the confirmation that capacity available from NGP could easily be ramped up from the presently uncontracted 58TJ/d by a further 70TJ/d relatively easily and quickly. This could mean that if the drilling proves successful (or in the "most likely" reported range) then we could conceivably be signing up for GSA's providing an additional 128TJ/d on our current sales. At sales prices of $9/GJ that equates to $420M/year (obviously before tariffs, production costs, partner sales sharing, etc).
CTP Price at posting:
9.0¢ Sentiment: Buy Disclosure: Held
