RE: courtesy of rossi on h/c17 Dec 2019 15:02
Is there room for thought of how all this plays out including the pressure on PMOs debt and refinancing, with the pressure from the shorters.
Could 88E be seen as instrumental for a quick prove up and sell rather than PMO production , enabling them to reduce their debt ? Leaving 88E with a nice cash pile to continue along the curve a little quicker?