We can agree to disagree on how we describe AJQ. At the end of the day the puppet master is underwriting this.
The more I've read today, the more I think this could be shifting power from Carnegie to Tribeca?
As for my conspiracy, I just believe that SOLG is too big for NM to hang on to. Different circumstances, but he couldn't hang onto OBS, so no way he keeps SOLG. When the payday comes for SOLG, DGR will have enough to consolidate all the O&G plays:
AJQ
LKO
DHR
now add RAW into the mix.
The new Arrow, that he controls! That is an impressive way to retire. If he does, respect!
AJQ Price at posting:
13.5¢ Sentiment: Buy Disclosure: Not Held