Analyzing energy and the East Med: Capital markets, geopolitics and the usual shenanigans of the region. DMs are open
Sep 11, 2020 • 13 tweets • 6 min read
1/ #oott#eastmedgas#riskarb
Before I get started on this thread it’d be great if you would respond to this poll on the impact of the Elliott offer:
2/ The Elliott announcement is a big deal. Consensus is that is a done deal and the window on an activist play is closed. From day 1 I was out here saying that the offer was a low ball offer and if focus was #eastmedgas that would have just lifted that out of