[vruiz]

I had to read that several times and I still can't understand his argument. Perhaps the phrasing didn't come out as he intended.

[ikeboy]

He is defending allowing companies with significant capex to collect rents, with the justification that if the rents were not allowed then the capex would not be expended.

[skybrian]

I'm not sure he's taking that strong a position? It's more like he's saying that if we lowered fees, there might be unwanted side effects, so something might need to be done about that.