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ilovetech

12/30/22 9:24 PM

#554780 RE: DavidW2 #554775

There has to be some gamesmanship going on. Plus, there's no sense of urgency on the part of BP, as the remaining tasks don't appear to be on a fast track. Remember how much focus, paper, and time all the moving parts are taking according to LP. If she thought putting out some social media fires was too much time to divert, imagine the time required to negotiate a deal.

ILT
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Maverick0408

12/30/22 10:40 PM

#554811 RE: DavidW2 #554775

Regardless of how things are handled, I think there is easily 3 to 4 x return in 2023. It’s clear they are going after multiple RAs in 2023 and LP touched upon US manufacturing during the call today, which is quite bullish, IMO.