Good post Hotdog...its close to what Whisky proposed at the start and I tend to think something like this will be in play along with PE.... (private equity=PE/pre-emption=PE ....together they will make PE squared)
Philip has thrown some fireworks among the chooks and is probably enjoying the cacophony...
PE on these prices is a wonderful asset and Reg has bountiful experience and contacts...THOSE ARE TWO FACTS.
CV
Phillip's PE squared conundrum, page-24
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