Hey thanks for posting that!
Interesting what he says at the end. "This is a company that will not survive if the economics of this play show through"...he's referring to it being bought out a multiples of what it's at now, not a double or a triple as he said it.
It'll be a very interesting couple years. I am really curious to see how Quebec's budget a royalty relief will impact the drilling timeline. Not having to pay any royalties for 5 years on gas wells put on production before 2010 could really save the companies a chunk of change. Anywho, will be interesting.
Rocco:)