OTCPK:TLSMF - Post by User
Post by
MustangMatton Oct 17, 2014 12:51pm
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Post# 23038145
Just a thought
Just a thoughtI was thinking the other day if Carls involvement here might not have been a negative over the last year and a half. Here me out one second here, what if Talisman had received sale offers over the last year or so in the $13- $15 per share range. What if these deals were not possible because Carls cost base is around $12 and these were not big enough premiums for his return? It makes me wonder what his role in a sale might be now. Would he tale $10 bucks and a loss just to move on. I wonder if Talisman will just carry on over the next few years? I mean the turn around effort is well under way and if the were not going to sell for $14 last January why would they sell for $10 this January. Might be best for shareholders in the long run if they take a 3-5 year approach. If they can make a sale of a few assets over the next year and fix there balance sheet. by 2016 there big North Sea commitment over hang would be gone. If you could mange that you would have a stronger balance sheet with the North Sea issue gone, good idea no? Cheers Matthew