'ArtM72' pid='31808' datel Wrote:
'Tree' pid='31803' datel Wrote:Check out Calio's breakdown of key points on pg #3.
I hope he's correct about the street view. If so, squeeze will be as big as a Gorgon cost blow-out.
That is certainly quite a "Street View" analysis. It kind of makes those naysayers over at Yahoo and IV credible representatives of the marketplace...BUT WRONG. Has Warren always wanted a piece of IOC and decided acquisition of XOM the way to do so? LOL.
Isn't it funny Art and Calio should have called it the 'Yahoo View'. Where else does he pick up those arguments? Think Tilson calls him and makes those arguments? Don't think so. Not even Bonkie, Sussman, Mspieks or other 'Street Viewers' can argue any of these 'Street View' arguments with a straight face today. Maybe that is why they are mute.
The only argument they have at this point appears to be hoping for a partner announcement delay so Hession can then be argued to be a liar with no credibility, just like how Phil was demonized. I'm not happy he clearly stated by Y/E if they hadn't chosen a partner as of 11/13 but he did. Dynamics between ultiple SM's and 100's of billions of revenue can always take a surprising turn.