Folks,
I hold AOE and see a great future, esp internationally, however to play the devils advocate their Tipton project looks to have pretty mediocre economics compared with QGC projects.
Although AOE has played it's hand well on this project, getting others to pay most of the CAPEX the overall project looks pretty poor vs QGC project.
Question in my mind is will AOE find equivalently high producing wells on their extensive acreage, or have QGC got a uniquely sweet spot?
EL
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