Originally Posted by
Claxstarr
Pangolin can probably confirm, but they’re not getting MORE. For each 175 coming on property, a 700 is being removed. It’s a wash.
That’s a pretty big distinction right now.
Yes it's a wash. Actually the draw down on the 700 is coming FASTER than the 175's are coming on board so it's temporarily a net negative. It'll be April or May before all 20 are on board, and the last 700 flies in February.