I'll answer your question at face value Puts although I know that's not what you meant ( no angle here on my part nor none inferred on yours), but I tihnk some of the sell side were/are actually confused about the resource size. One asked why OSH would pay such a huge premium to the TOT deal. A few still doubt or think there might not be 5 Ts there. Botten stated very frankly that they were comfortable with the GC 7Ts and at that level they were paying the same price. I was frankly surprised, though I shouldn't be I guees, that some of these ANALysts still haven't done th work on E/A. I think that's still a major problem and I don't think its contrived, its just lazy or negligent. I think those questions on the CC were honest ones that exposed those ANALysts ignorance of what's going on. It was pretty clear Botten wanted to convey his confidence in the 7Ts + upside without sounding too bullish. Sorry if I'm not following your meaning.....
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