07-14-2016, 01:48 AM
I also do not like the "Aussie" component, for either the OSH stock or CVR, but management has the argument that OSH stock provides LNG project upside (which I discount the value of now). I would like to see a higher offer from Exxon, or Total directly, resolved before the vote. A "no" vote might eliminate some incentive for a higher resolution on the part of Exxon or Total before then.

