People keep emphasizing JB did it last cycle, maybe he was the only one did it, that’s true and a crystal fact. I don’t deny that.
also I agree JB has tons of experience, and it’s a great great bonus for this cycle, but all these facts and bonus doesn’t guarantee he can do it again!!! Many investors happy to pay for his experience or sort of reputation, I’m not one of them. That’s just my opinion.
My another key point about DYL: if JB can do it and manage to repeat another “PDN run”, why he need to come to the market and give VMY an offer?? Correct me if I’m wrong, first time I heard JB talked about M&A is 2019???
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