Thanks for that H. Very interesting comments from Price. First impression is his downplaying of the significance of other projects I.e. SC. Probably true based on the old outdated info and old LT prices. More games being played with CF.

Second point noted is the acknowledgment that they will slow play SC until they are certain it has been 100% derisked. No timeline of course.

Third point is they think this approach with their greenfield assets is better than the premium paid in m&a, but fails to mention the impact of LT pricing on buying out jr partners.He can't comment on the last part of course but found these comments ironic in the case of CF.