Ok, as we are speculating about ERH, I'm going to throw this in for discussion. Let me make this clear straight up, I am only thinking aloud here (has been on my mind for a few weeks now).
Has anyone thought with the potentially attractive portfolio ERH are building, especially in Brazil, that they might become an attractive takeover target, especially if Block 330/430 have some significant reserves?
Ok, as we are speculating about ERH, I'm going to throw this in...
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