Share
7,746 Posts.
lightbulb Created with Sketch. 156
clock Created with Sketch. 10/09/17
10:34
Share
Originally posted by dc3
↑
I don't think that it's disturbing at all, I think it's quite naive to think that these kind of services wouldn't be in constant communication with the companies that they are recommending in order to get the most accurate/privileged information possible, as wrong as that objectively may be. If i recall correctly, PPP recommended AVQ a day or two before the company announced that it was holding information sessions with the government regarding Isabel, which subsequently lead to a reasonably significant rerate. I don't think that was a coincidence and IMO this was a result of communication with the company given the nature of the announcement and its arbitrary timing following the stakeholder engagement sessions.
Expand
Therefore it makes sense to me to follow PPP's recommendation as it's likely that they've been in closer contact with the company than any of us. The writer has seriously put his and PPP's reputation on the line and i doubt that he has done that without any external reassurance, the most obvious of which would be the company.
Expand
PPP have meany times put the company on the line & subsequently the SP has pumped on the recommendation then latter dumped.
