I'm not sure how OSH being willing to outbid for Pac LNG is being "beat to the draw".
One think for sure, the lower IOC's stock price, regardless of the reasons, the more rehashing of and the more criticism and complaining about the past we hear, regardless of the circumstances, and the less we hear about what is going well, which is even better than expected and extremely significant. It will probably never be all good or all bad, but on balance I think things are getting much better and will get reflected more in the stock price, as it began to in June before these external events hit.
One think for sure, the lower IOC's stock price, regardless of the reasons, the more rehashing of and the more criticism and complaining about the past we hear, regardless of the circumstances, and the less we hear about what is going well, which is even better than expected and extremely significant. It will probably never be all good or all bad, but on balance I think things are getting much better and will get reflected more in the stock price, as it began to in June before these external events hit.