"Before CLL will find money to finance the POD1 expansion they have to fix the "bottlenecks" after the ramp-up post reinstatement."
Are you certain about that? I don't see how poor well performance at the current source of the GD project would affect tapping into new sources of bitumen to be processed in the same facility. Possibly you're referring to something besides the steaming problems underground.
I noticed also from the charts they're having trouble, and was happy to hear the confidence of the ESP's helping out with production. I didn't know the ESP's were so expensive though, where'd you learn of the cost on those ... if I may ask?
Regards,
-bbq