Thanks for setting up the MLP/GP analysts report board. I just finished treading through the XTEX and XTXI reports. All of them were good, even Raymond James. The RJ report was probably too dire, the GS probably overly optimistic but I think its a good balance to read them.
One thing I thought I might bring up for discussion, because we see so little of it mentioned on the boards, is, the treating assets. I never realized how much of a contributor they could become. I knew they plants were small, some on skids, but I didn't realize the payback multiple was around 3 years. While the plants might be cheap, the scale of having nearly 200 plants by year end is impressive. I like the idea of a 3x or 4x payback multiple.