all fair. agree - jimmy;s numbers are in line with what we;d put...

all fair.  agree - jimmy;s numbers are in line with what we;d put up before.  he;s come to the party late and so missed or misunderstood our discussion on dilution risk and funding options - which said what he said, split down the line only of those who think sp moves up before a raise or after.

but always good to see another brain trying to tease out new angles

btw croasian - youll recall i was pushing you to look at tk in the US

https://www.google.com/finance?q=NYSE:TK&ei=bn-KWOjNPMeS0wTjvIbQDA

pulled back on technicals last night (exceeded bollinger high and hit 11.50 horizontal resistance).  so if you arent in already the 10.40-50 mark is a great entry point

shares similar flavour to MRM but superior opportunity because of US postiioning, diversified lng pipeline/tanker/transport
+ (and here;s the thing of real beauty)
headstock earnings have been artificially supressed by its use of lng division's divvies for capital investment over past 18 months - which is now stopping.
so divvies from the subsidiary will now start rolling back into the parent co - big rerate underway

imo
strong buy TK
buy MRM