Hey Al,I know your post was general in nature, but I found it...

Hey Al,

I know your post was general in nature, but I found it interesting you kept the oil revenue in your assumptions for 2019/20.

Here's a quick pondering - assuming Linc didn't increase it's oil production one iota in the Gulf until 2015, and then it jumped to 10,000 bbld in 2016 and that production vigor was maintained until 2020. Ignoring Umiat entirely, we would have seen aggregate sales of some 18,980,000 barrels of oil sold.

Do we even have that much?

The oil is short term. UCG 'needs' to be the cash generation center of the future business, and you're right, we don't know what that's going to look like. Anyone who says they do is kidding themselves.