Agree on all counts and your reasoning, well said
At this point it's an advantage to give the BOD the maneuvering room they ask for relating to share structure and raising capital, IMO
For me, the R/S is probably a bouncy point, not much else
The valuation all rides on what they can make of what they have left
Delek could play Tanya Harding and tuck-in GSPE for a price that would hurt more
I prefer they, and/or others, get a deal inked as soon as the tide allows
She's in the mud, tide is out
"But these gulf crewboats are damn near amphibious" he says as he bores through a muddy bar with plenty of throttle ....
that "muddy bar" had a lot more sand than he figured, hard sand
trip to the shipyard, bent rudders and wheels, $$$$$
(context note - the planing crewboats have unprotected rudders for speed but are vulnerable and sometimes referred to as "barefoot bottom")
I had the best seat at that show, right beside the idiot driving that boat
2 days later he was gone and she was all mine :-)
True story, but forgive me, I ramble on ... apologies
Anyway, GSPE in stealth mode, I'm counting on the tide rising before we get to that bar
GSPE, spud Tau2 (on a big full moon tide) and we'll all hit that bar ... but that barefoot bottom will be perfectly smooth
spec
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