04-19-2013, 04:23 AM
'Gator' pid='21053' datel Wrote:Cart. Horse. Get a deal done, then talk about buy backs, stock splits, and dividends.
Reporting what I heard & inferred from Monday's talk. Didn't get sense of timing from listening to WA, but cart-before-horse-wise, if IOC is strategically committed to regaining % ownership of resources, does it make sense to buy before or after sell-down announcement? I would let short skepticism keep the cost down for a few days of serious buying, then announce.

