I think we can all get on the same page here...
Either there is or is not a prob between JTM + EP. Period.
IF there is, Van has to decide to wait it out or deal with it, period.
If it is deal with it now, then the ? is which star do you deal, and presumably that revolves around what is the best return
Because of cap reality, Rs almost not interested in anything that doesn't involve Zib the other way on a big deal for either JTM or EP.
We understand there is a decline in Zib value and that must be reflected, probably including max retention
Can we agree upon this ^ and proceed accordingly?
There is some stupidity about dealing Kreider, which should not happen
and Schneider DEF is NOT getting moved except MAYBE to move Zib.
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Now, on another point, Hronek + Forbort are out the former long term, the latter - how long?
pls advise
a smaller deal to address that may be possible.