To be fair Joel,
The changes are unlikely to kick in instantly. Lots of tech needs to be brought in, though I agree it would be great for GCY to provide more clarity on this once they see some actual improvements. My first thought is that this is a win/win. It shows NRW are very comfortable with their investment in GCY and their current contract, why else invest more heavily in the operational capability.
I guess for now, the market is uninterested, with the quarterly coming, that is the logical next milestone for investors.
We continue to see low volume.... guess the largest shareholders have enough shares?
I really struggle to understand why GCY is not receiving offers... and not just from WGX or RMS.
GCY is an incredibly easy bolt on for other mid tier producers, perhaps single mine owners like GOR, looking for a second operation?
Anyway, continues to feel like a real slog holding now
As it would seem we are not going to see a production update, until the quarterly.
The West article on NRW installing new tech at DGP, page-4
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