MDMN - 2016-04-25 Weekly Discussion

[easymillion]

An informative post well worth reviewing:

A great post by @cornhuskergold from the old forum.

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A great post by @cornhuskergold from the old forum. [image] Working Theses / Assumptions: The JV base price for the “mountain” (ADL, LDM, NUOCO) is $100M for 85%. This is the agreement. That’s it. 1a. Corollary 1A: If there is a “+” to be added to the $100, it is not discussable because we don’t know if it exists or how big it is. So it is useless to discuss. I am trying to “bound the problem” or assign probability to outcomes. We can’t discuss an unknown. Everyone can make up their own “…