DNR concern-question Here is the big question I've been asking myself, and as DNR is the second largest position in my portfolio, my big concern: A big part of the bullish case for DNR rests on the Green Pipeline. That is intended to carry Jackson Dome CO2 as well as new industrial sources of C02 from the existing pipline in Louisiana to DNR fields in East Texas. The industrial C02 is to come from gasification plants, yet to be built, that capture the C02 they produce. Apparantly, DNR has had ta...

M&A Blog post Credits to Naomi on Yahoo: http://mandalitigationcommentary.blogspot.com/search?q=huntsman     This is a goldmine! I could Quote: the whole text, it's so informative, here is my favorite part:   "Not only did the Vice Chancellor reject Hexion’s claims that Huntsman had suffered a MAE since the signing of the merger agreement, but he also concludes that by its conduct in seeking an “insolvency” opinion from Duff & Phelps and publicly announcing it before making any attempt to confer...

Today is the big day On June 11, American Capital will hold its 2009 Annual Meeting of Stockholders at the Bethesda Marriott Hotel in Bethesda, MD. The items for discussion at the Annual Meeting include: To elect eight directors, each to serve a one-year term; To approve one or more amendments to the certificate of incorporation to effect a reverse stock split, subject to certain limitations; To approve the adoption of the 2009 Stock Option Plan; To ratify the appointment of Ernst & Young LLP to...

Recollections Of David Miller's Comments At IV Board Reception Here are my recollections of David Miller’s comments from the IV reception. I’m sorry they weren’t posted earlier, but I had other commitments from Wednesday noon through late Thursday evening. Dendreon’s management and board are fully committed to remaining independent. The company will be acquired only when someone makes an offer that Gold and the board can’t refuse. Miller is a staunch believer in the underlying antigen...

Recollections Of David Miller's Comments At IV Board Reception Here are my recollections of David Miller’s comments from the IV reception. I’m sorry they weren’t posted earlier, but I had other commitments from Wednesday noon through late Thursday evening. Dendreon’s management and board are fully committed to remaining independent. The company will be acquired only when someone makes an offer that Gold and the board can’t refuse. Miller is a staunch believer in the underlying antigen...

Recollections Of David Miller's Comments At IV Board Reception Here are my recollections of David Miller’s comments from the IV reception. I’m sorry they weren’t posted earlier, but I had other commitments from Wednesday noon through late Thursday evening. Dendreon’s management and board are fully committed to remaining independent. The company will be acquired only when someone makes an offer that Gold and the board can’t refuse. Miller is a staunch believer in the underlying antigen...