Re: Another week has passes and we are closer to a conclusion
"Reality says if the pps is sub 10, regardless of how big a blockbuster BP thinks this will become, the premium will be mitigated somewhat."
Agree--I'm in the camp that would favor bringing on some partners if Jack can get some very sweet deals as it seems to me a buyout at this juncture might only bring $16 or so and I think a higher valuation will be a slam dunk a year from now. There is execution risk but I think BP will not hesitate to jump in later if sales show great ramp. That being said, $20 right now would satisfy me.