Mark Wilde
Mark Wilde
guys issues opening table
The issues are all about price. The odds-on play here is that these guys do a deal. What's interesting is that I don't see any opening for Willamette to come to the table now.
downside seems stock upside
It just seems to me that with the stock at $50, the upside is only 109 percent. But if it doesn't happen, then there's significant downside for that stock.
becomes concern difficult either market per side stretching
I think it's about an even-money proposition that UPM will come back with another offer. The concern in the market is that either side is going to end up stretching it to $80 per share, and then it becomes a little more difficult to justify.
board consequences deal great looking time
Let Willamette's board deal with the consequences. This is a great time for Weyerhaeuser to be out looking for deals.
bit concerns rhetoric
If I see anything that concerns me here, it's that the rhetoric went up a little bit in their response.
bit branch olive threw
Weyerhaeuser put out a little bit of an olive branch and Willamette threw it back in their face.