RE:RE:RE:RE:The Best Defense is a Good Offense Just for the sake of discussion, I wonder what a deal with Razor would look like if only the o+g was offered to GXE with AIMCO supporting the arrangement and buying in?
Or, a deal with RRL that provides 3700bbl/d and two conventional opportuunities at under $15k/fbbl. These are forced sales for debt only and may not be accretive but this is likely the type of business arrangement available to GXE, ie: no Tier 1 lands avalilable to them and no white knights on the horizon.
How about Privcos wishing to go public without all the greenfield cost structure of doing so? Is the M+A space in a positive atmosphere for dealmaking given the cost of capital and lack of investor enthusiasm. Is Gxe better off continuing on as they are with a cautious business plan and an opportunistic use of windfall cash flow?