RE:RE:RE:RE:RE:Is Tenaz the Dancing Partner ?nozzpack,
1. Agree with the concept you present.
2. The catch is this: From a Merger only one Management Team survives. The Valeura team wants to be the surviving team.
3. The problem with the Valeura team surviving a merger is that if other oilmen do not think highly of Sean and company they will not give up their assets to a team that they do not respect.
4. If Sean was well respected in the industry he would have done a deal in the last two years. He has $50mil in the kitty.
5. The above rational leads me to conclude that Sean and the rest of the Valeura team has to go.
6. Sean will ride it out to be fired for the payoff. That's exactly what I would do.
7. To summarize: Lets help Sean achieve his payout goal.