Much is written here and on other sites about the choices faced by investors in LNC, CNX and CXY. Many argue that particular technical points, particular logistical advantages, economic advantages, preparedness etc etc.
The truth sems to me to be rather different and on an entirely different, and higher plane. In short there is a horse race with 3 runners and all could be winners.
I'm not sure what the fascination is with picking "A", i.e. one, winner by arguing the merits of the issues set out above. The truth is that each of the three proponents in LNC, CNX anc CXY are both as strong as, but also frankly as weak as, their respective leaders.
In Peter Bond, Cliff Mallett and Len Walker you have a clear differential. One who tells everyone he's done it but no one quite believes him, one who thinks he's done it but everyone wants him to prove it for real and one who has done it and needs to prove nothing to anyone.
Shame the one who has done it and has nothing to prove is the one running the company with the lowest capital value. But at least it means we are set for some superlative increases in our returns as the projects move forward.
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