Waylering 7, page-239

Hey Red. I have always respected your view and posts. Still do. Don’t be discouraged by the noise as I’m sure most listen to your balanced view. I know I do
Tooter and cohorts have a view which is fine and should be listened to. However the view does become like a broken record going around and around saying the same thing.
My view is come June 13th when the Wa gas policy will change to allow gas exports from onshore discovery to be exported there will be a move towards consolidation. My view is it will be 50% allowance ( purely speculation).
Allowing exports will see interest by Mitsui and potentially other international’s. That said given the climate and potential political change it may also keep those potential players away. This will bring in the local players who play together.
Im very interested in June then hopefully a OH drill in October.
If by then not much happens well I guess my patience will be tested.
Keep posting RR I do like reading your thoughts and it helped me make a healthy profit with NWE.