Okay... this is so far "outta da square" it aint funny but here goes....
What if VPE does want 100% of the fairway. What is to stop them doing a deal with ITC like they did with Permian - an asset swap. What if ITC becomes owner of some CSG assets in exchange for 40% of the fairway. A third party might then takeover ITC to obtain the CSG assets. Would ITC be easier for a third party to takeover than VPE since it would be a clean CSG play? Bearing in mind VPE now have a blocking stake. Could the QGC boys have a plan?
I know this is way out there! so please dont tell me that in your replies, all other thoughts welcome.
GS
ITC Price at posting:
5.5¢ Sentiment: Buy Disclosure: Held
