I believe he may be referring to the proposed take over of Nido petroleum (ASX ticker: NDO) by BCPE
I don't follow the stock so don't know the details, but I'm guessing Isladar's post suggests that the takeover is opportunistic, undervalues Nido's assets... and fears the same could occur to TAP.
Please correct me if I'm wrong Isladar, and would be interested to hear your specific concerns.