ditto your point about good news for CLO but like you say saudi aramco sure do screw companies on price. From memory IMD had a deal with these guys (not Proj Mgmt, but still a 'supply' deal and then considered substantial) but they kept getting screwed on price that 'the contract' wasn't worth much to their bottom line. Hopefully this won't be the case for clough.
Good luck to all holders. cHEERS, B.