Great presentation, hope all can listen in!
The discussion of the pressure drops in the heat exchangers causing the variances in production (slide 15) was very enlightening. The primary explanation was there were problems with precipitation of asphaltine (hope I understood correctly) in the diluent ... bottom line they're inspecting incoming diluent before use.
I also appreciated the discussion of slide 22 which shows Connacher is self-funding with no need for further dilution or credit facility ( the blue line never goes below zero).
Two things bothered me a little. The first is, what in the heck is going on with PDP? They're really in the toilet and with CLL's 24% stake it'd be nice to have some explanation. The other is none of my business: DG seemed to be out of breath and coughing early on ... wonder if he's overdoing things ... maybe a treadmill would help? I'd hate to see our favorite CEO out of sorts.