RE:RE:There was some very good news last week.I stand corrected, Gilles initially said BG, then indicated Y-BG at the 21:30 mark of the video. So an entry with 3% of market share does add about $100M to NPV or about $1.25 per share. That could be the incremental move in the share price. It all depends on the deal that is made. A 20% discount rate is very conservative as well.
The fact that a calculation was made tells me they must have looked at the impact of a deal on the market cap of the company, $100M.