TRUTH.. AND one item has never left my mind and you said it friend:
"Eno's strategy seems to have worked out well for Aimia...shut down the $250mm lowball and Air Canada comes back with $450mm to seal the deal. Don't forget...this guy was higher up at Chevron. They're not the 2nd largest oil major in the US by chance."
Add all the small hints in the recent PWC document and letter, KKR LCY and some USA Berkeley Bros/Gals and this is shaping to be a gamble for the ages.