04-13-2014, 12:11 AM
What makes it hard are the assumptions. Everyone knows GCA is low . Why did Total agree to upside on the payments? Why the $1.29 tranche with unlimited payment? How much gas is there?. Will Henry Aldorf be right 12-16 T's.? How big is Antelope Deep.? is it another Antelope???
This is why the use of Relkers and Sam Tibbs interactive models is fun. One can play with the numbers.
Everyone agrees there is enough gas today for a stand alone plant or an Exxon expansion , maybe both?