RE: New to AOSMany here must have missed the updated AOS presentation that I copied about 2 weeks ago. It included the the FTMAC property data as per the EUB atlas estimates. The Ryder report merely confirmed the atlas numbers. The point being, that between the Chad Dust interview about 3 or 4 wks ago, and the updated presentation, the data was out long ago.
This is just my opinion, but, I think it was mis handled by AOS. A splashy nr is not splashy when the data was already known.
I am disappointed too. Just tired of hearing all the conspiracy talk. CC is selling in house inventory because they needed the capital for the STP deal. Very simple. They will never over commit in house money to a subsector. Again, bad luck in timing for us?
jmho
nb
PS This post is not to be confused. I love the FTMAC ppty, and I think the original Hangingstone ppty is very good indeed. We will see value eventually, whether next month or next year.