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EastMed Collaboration Profile picture
EastMed Collaboration
@EastmedC
East Med
Oct 6, 2023 • 17 tweets • 8 min read
@business Interesting follow up on subject
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Image @business We should take current news into consideration with analysis from 9th of June to see what was seen as writing on the wall from then and where things have now landed. Not much of a surprise really...
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Sep 18, 2020 • 75 tweets • 18 min read
@eastmed_NRG @stevensonpeter8 @FionaMullenCY Past few days ive been doing my research on Cynergy and what could be behind it all. This will be quite a long thread to analyse it all (as far as we can see into whats going on) Its becoming clear now that i have read through everything Cynergy related that there was a lot more to it with the story than what appeared last year across Greek-Cypriot @PoulladosM , Gulf-Arab @jcgnana and US media @kbenme mentions of Cynergy last year.
Sep 17, 2020 • 24 tweets • 10 min read
Once upon a time #Erdogan & #Turkey was seen as a success story that had 0 problems with its neighbours and great relations with #Israel - to the extent that the pro-Israeli Jewish diaspora were very keen to host Erdogan and collaborate across many issues tccb.gov.tr/en/news/542/52… Attending the meeting were Citi's Chief Executive Officer for Europe, Middle East & Africa James C. Cowles, Partner at Caxton Associates Jeff Enslin, CEO of Lazard Ken Jacobs, President of Blackstone Hamilton E. Jones, CEO of Warburg Pincus Chip Kaye,
Sep 15, 2020 • 14 tweets • 3 min read
Ive had a go at thinking about stakeholder perspectives on the $NBL $CVX deal. For host-countries - It might be the case for Cyprus and/or Israel that Elliott pausing the situation/going into activism is a good thing. But they would need to handle carefully. The East Med situation isnt for an activist alone. It requires industrial/political smarts and in region navigation.
Sep 14, 2020 • 13 tweets • 25 min read
@eastmed_NRG @Sigmalivecom @Sigmalive_EN @stevensonpeter8 @Marflo66036248 @PoulladosM @WSJ @BloombergNRG Lets talk about $NBL shareholder presentation points theyre making about how thorough they were at working through their options before landing a $CVX deal @eastmed_NRG @Sigmalivecom @Sigmalive_EN @stevensonpeter8 @Marflo66036248 @PoulladosM @WSJ @BloombergNRG Since $NBL lay out their process i would like to see #elliottmanagement work through all those options with the $NBL board to see how thorough they were vs just justifying a rescue deal into their own pockets...