5 Comments

Berkshire will likely exercise warrants, strike around $59, before buying at $70.

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Yes, up to $5 billion can be deployed at $59.42.

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My question is why buy bits and pieces of OXY before making an offer to acquire it outright, but with Y he makes an offer right away. Hmm...

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If he does eventually try to buy the entire company, it would resemble what happened with BNSF in 2006-08. I was just looking at that recently. Went past 20% in Q4 2008, adopted equity method, and made offer in 2009.

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Thanks for the link and feature!

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