Agreed Kirk, with both your recent posts. Great news, seem to be hitting on all cylinders. The intrinsic value remains, just overall market weakness. A GG post also made a good point that there are still great risks to be aware of with small startups, but seems like very well managed risk so far.
I'm also interested in what the NG at Randall means to us. Asked the folks at Connacher a while back and was told everything they had to say was on their Website, which didn't help me much with understanding. Just wondering if it means primarily additional upstream supply capacity for the bitumen processing, or if there's additional capability to be realized. Probably both is my guess, but more explanation from CLL would be appreciated.