07-26-2016, 07:51 PM
Attached
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Phil's new presentation on XOM deal
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07-26-2016, 07:58 PM
Drivel Maven with Personality
07-26-2016, 08:34 PM
Just skimmed through. An amazingly clear takedown of current management. Two specific options for modification of the current XOM bid are detailed.
07-26-2016, 08:56 PM
'AU74' pid='74837' datel Wrote:Just skimmed through. An amazingly clear takedown of current management. Two specific options for modification of the current XOM bid are detailed.
Perhaps these thoughts have already been discussed with XOM.
Everyone should listen to the CC and be prepared to ask questions or give additional recommendations at the end of the call.
Drivel Maven with Personality
07-26-2016, 09:02 PM
Phil actually has been talking directly to Exxon about his plans . Interoil is not happy with Phil and has threatened to sue him . But Phil is only trying to improve the price with Exxon not kill that deal .
My opinion remains the same Total at some point will make an offer to top Exxon . Since that has not happened and may never happen best to see what it takes to make Phil happy and go away . Thus Exxon listens .
07-26-2016, 09:08 PM
Many people have been speaking to XOM directly about the deal.
Will the Inglorious Basterds try to sue everyone? I doubt it ... they'll be two busy defending themselves against the SEC complaints
Drivel Maven with Personality
07-26-2016, 09:11 PM
Phil bought a pink shirt that's the secret sauce !!
07-26-2016, 09:14 PM
No he didn't JFT.
You have bad intel - maybe from IOC's PR Dept? Phil now sports a pink 10 gallon Stetson.
Drivel Maven with Personality
07-26-2016, 09:32 PM
The picture was blurry may have been a hat vs a shirt . Darn long lens must have been dirty !!!
07-26-2016, 10:19 PM
Nice to know someone finally has our back.
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