I will continue to sell puts on APL on any dips in the $30/ range.
That is an informative presentation and there are some important nuggets in it. The take-away that may be most important is APl's potential growth plans beyond the $600M already in the works. They highlight a billion in potential opportunities beyond current plans.
The billion dollar number was a surprise to me. The Cohens must have some big plans. I hope it is moving into Kansas. SD in a call mentioned lack of gas infrastructure in Northern Kansas. Be nice to move into new territory without competition.