EXR Trading 2024, page-144

Noticed a shift in my critical thinking since i put my pom poms away? Certainly don't disagree with that old post from 22 but taking into account whats unfolded since i have drawn my own opinions on how NY operates. He is very oppertunistic. A sword that cuts both ways. Also has no issues creating information vaccumes while the next duck is lined up. Talented at slowly changing the narrative. H2 was used to draw attention away from rig issues for CBM. Day Dream used to fill an information void on a failing Nomgon flow test. Grandis progress now used to get funds from insto's. Let's be honest, if we didn't need the money (as infrennced by Niel) then why dilute the stock? Just a good oppertunity for NY. Have heard very little on any H2 progress since the change in partnership. Heard very little on Nomgon. Taking into account the 6 month pilot extension originally touted back in early 23. If you're a LTH shareholder none of this is new to you.