The DVP SP will need to be 3.75 or better or the bid will need to be revised to get the SoA over the line
1) The pitch was 3.46 then they valued DVP at 3.20. Fail
2) Obscurity about when they backed out of the LTR bid Process. Fail
3) Using MIN to scupper the CASH bid only to deliver a substantially less attractive bid. Fail
4) WL is the Achilles heel. Copper price is not in DVP's control.
5) Black Rock .... mehhh
6) Too much BB premium .... Although fast evaporating it seems.
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- Ann: DVP: DVP & ESS Transformational Transaction
Ann: DVP: DVP & ESS Transformational Transaction, page-229
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