cnp vs cer, page-19

TP (and apples if your listening),

I thought the witch hunt was a bit out of character and enjoy just about everyone's posts.

I've always taken the fact that you post the news as just that....info as to what's out there.

I firmly believe that CER is off the table as part of a D2E or a straight oput sale. I also believe that Orbis don't really have a quick exit strategy for their 15% stake. It would take them just as long to bail out and then they would have to notify the market eventually once they hit less than 5%. It's also a bad look and against their "style" nad no doubt also their mandate.

By the way, I've said a few times even directly that CER is off the table. This is purely a hunch. Strategically it is just the wrong move. It's also a small world in the investment community.

And we know form history that the board of CNP would never ever make any silly errors or misjudgements. Hah!!