what if..., page-5

h,
I politely disagree that placing a value on ESG is difficult. I have asked db several times to discuss a DCF model and he has shied away from it every time.

The announcement from STO today helps with that valuation.

ESG is a monster.

Soj,
I agree with Petronas statements on what they paid.

I think that ESG could (unverifiably so) compare very substantially to Arrow. On balance, I think using their metric might undercut ESG somewhat.

Nice post.

SF