yeah well this my take. if the gas flows it will not matter a toss about the overhang. the market will mow straight through it. Paul made a shite load of money for people on Tap oil. Well respected and they will follow. The malaise in the market is affecting all and sundry.
i found that presentation you blokes referred to.
Compelling Stuff.
flux
gas price increases now $9mcf, page-42
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