meeting with ms, page-52

stocktoe - u have hit one of the many CVI nails on the head ! Funny thing is that Teefer pointed this out immediatley after the announcmeent re Pensador. Really the market is just wating on offficial ann of the Pensador arrangement (which would of course include the basket of goodies from Falcon). But the paradigm you are talking about is correct and does not need more analysis than just what you have stated. Have a beer instead !