RE:Crazy frustrating thoughI agree with your previous comments, lots of value has been created by this deal. Just having a major take an interest is worth a lot, not even considering the dilution this deal avoids down the road.
However, it is a fundamental change in the business. It takes away upside multiplicativity from a "billion dollar drillhole". Some folks will need time to wrap their heads around that. This morning we see the kneejerk reaction, but over the longer term this has created tons of value.