I think what I like about this potential move into electricity generation sector is that it opens us not only to higher margins, but also interest from a whole new set of energy companies. Previously on this thread, I wondered why electricity producers weren't more willing to invest directly in gas assets (i.e. vertical integration). A few people responded that it's better that each sector "stick to its knitting." Strike, which always thinks outside the box, is now attempting to integrate from the ground up. If it works, it will not only demonstrate it can be done, but also alert other companies that it is possible. And if you were looking to acquire gas assets - and a team to manage them - for an integrated gas company, who would you look to buy? Just thinking out loud.
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