wake up cfe, page-9

Tri2...that comment of yours (see below) is about the best thing I've read in a long time.

It applies to us with our investments as well as the assets which TS is selling.

"Selling anything at your price takes time, selling it at the buyers price doesn't."

Are we prepared to wait to extract an additional $50m (say) for Marampa?

I'd say yes provided the timeline is reasonable.

As to the CFE SP. The buyers can whistle Dixie, I'm not selling and whenever I second doubt myself I keep referring back to the value equation.

Besides unless you have a genuine need for the cash, what will you do if you sell CFE? Exchange its paper for another companies paper. Well, balance out the value equation before you make a move.