Knowledge,
I think you have misunderstood our postings a tad.
My first preference is that the deal does not go through, because as a TMR holder I am loving what Huch C is doing and not to mention the POC. Wow!
Short term IBR can go take a hike, as Hugh C is building TMR into a cash flow generator anyway.
However, long term I can see the advantage of an alliance, such as the one we are now facing (or not).
The long term option means short term pain, espcially for TMR holders. IBR holders would see there projects financed a lot quicker.
For both companies ther are synergies and safety.
Anyway, these are just my ramblings.
Each to their own.
Good luck.
Cheers,
IHS
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