I agree with your comments Spidey. I appreciate Jurek's perspective and analysis but still personally like the integrated approach. It's nice to be somewhat insulated and independant of outside forces. Another downside to integration -- or upside depending on how you look at it -- is that integration may make Connacher a less attractive takeover candidate.

I'm thinking this pullback is a great opportunity for prospective investors at the AGM to climb on board next week, or however long it takes them to get rolling. The presentation came with perfect timing now that Pod 1 is almost fully online and proving itself, and Pod 2 approval soon to be on the way. Hopefully we'll see some real investment activity flowing in.