Good article, read it before ... not sure if it was here that somebody posted the link or somewhere else ... none-the-less one that in my mind best explains the current lack of performance.

However I still believe Connacher's really set up their business model well with small projects and integration.  As Rex and others remind us, once numbers are up and heading towards Pod 2 production (to me one of the largest risks at this point), things will look better. 

Reminds me of random musings I've had:

1.  The Peak Oil theory is over-rated.  There's plenty of oil around, just at what price?  As the article discusses, environmental concerns, greed (royalties), etc.

2.  All the oil being discovered in South America such as with PDP; doesn't that put the brakes on the oil supply crisis?

3.  A while back I read comments about Connacher being more like an annuity than a one-hit wonder.  Lost focus on that in the excitement of the moment.

Thought I had another one but it's gone like dust in the wind.

    -bbq