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Strategies & Market Trends : Ride the Tiger with CD
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To: Claude Cormier who wrote (125600)7/27/2008 12:54:44 PM
From: kidl  Read Replies (1) of 313663
 
Just a different thought on the ARU / K deal since most people acknowledge the (high) country risk and yet are expecting competing bids.

What about a backroom JV deal between K and one of the possible competitors? The bigger they get, the more risk averse they become and K already has a fair amount of country risk on their plate.

Backroom chat:
"The upside is huge. The downside is huge.
Ok, let's split the risk. If it goes sour, it won't kill either of us. If it goes well, we both look like geniuses"

Just a thought ...
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