STX + WGO = ENORMOUS, page-5

ddzx,
Keep thinking.

what do you think operatorship is worth ?
What about all of the other PB targets (with stx holding the largest acreage in the Permian Depo-centre for the kingia play. Then Walyering / Ocean hill.
Then cash at bank.
Then superior management and board - which is actually worth a massive amount.

it is not as simple as saying half of WE-2 is what each company is worth.
The mkt cap divide has been this way for a long time now for good reason, and the divide is very likely to increase over time.

wgo shareholders (of which I am one) are better to go along for that ride Under STX’s wing, IMO.