Agree SE is STX's focus, OH, then WE. Unfortunately for us, they want our cashflow to pay for it. In late June, everything was fine and dandy at Walyering, by 3rd July it was cooked. The pipeline application hadn't even been submitted in late June so the comms were, extracting from your post, both "bad" and "plain wrong". I have a lot of misgivings about getting on a bus that Stu is driving after this performance.
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