verjamb-
I agree with you. I am trying to keep things in perspective. Just imagine if we were looking at the quote today.... with NO deal and speculation about who the second bidder would have been. Whew! Yep, this deal sounds a whole lot better looking at it in that frame!
The longs here have ALWAYS been motivated IMO by the potential for commercial oil in the concession. It is a certainty that while we may not have secured the best terms for a deal... we surely did get the BEST possible JV.
Tullow adds credibility to the venture that we were seriously lacking prior to the deal. They are the BEST insurance we have IMO for actually finding oil. It's hard to calculate a price to put on their abilities, but I do believe that going forward, Mr. Market will begin to realize the great potential for the concession.
Happy Thanksgiving everyone! I think 2013 will be a good year for ALL of us.
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