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#	AUTHOR DATE SUBJECT
4	member 1/19/24 3:01PM Re: Comments 3
I agree with you that without regulatory approvals the discount should be much larger vs. peers' multiples and hence the downside is potentially substantial after the close of the SPAC. I also agree that the... login to read the rest view available tags
3	member 1/19/24 2:17PM Comments
Thanks for your write up. FLME has been in the market for a while but I was unaware they found a target. Really interesting situation. I'm not sure I follow your downside analysis. The deal is... login to read the rest 1 view available tags
2	member 1/19/24 1:04PM Re: Insight into OSFM process? 1
OSFM is not the only one (BOEM/ Zoning are also hurdles) but OSFM is the key one, per my understanding. Don't have any particular insights on the process other that it looks like the debate (publicly... login to read the rest view available tags
1	member 1/19/24 10:31AM Insight into OSFM process?
Hi -- thank you for the idea. A few questions: 1) Is the OSFM process the only remaining regulatory hurdle? I just know CA is a patchwork of very stringent regulators around oil and gas and... login to read the rest view available tags