Like the way you think Yaq. Of course the big question is , how many trains has it been about all along ?
Agree that it's never been about one , way too risky. Had to be two minimum. Where it goes from here , who know?
The irony with the margin incentive is that the assets are currently at bargain basement prices . Are the big boys deliberately waiting in order for the csg market to deflate ?
Guess we won't know until it's all played out. I remember watching the Arrow situation and it's going to be interesting to see whether this is similar.
ESG Price at posting:
65.5¢ Sentiment: Buy Disclosure: Held