Yet Another Value Podcast 对 $DNO 的判断变化
b)当你查看股东名册时，我不会点名任何人，但你有许多股东，我记得他们参与了MRC，他们说MRC应该属于DNA或私募股权公司，而在过去一两个季度，我看到许多公司增持了DNO，我不得不想象他们的部分想法是，这要么作为私募股权控制的公司会更好，要么在市场上像私募股权公司一样运营。
and b when I you look at the shareholder roster and I won't call out any specific people, but you've got a lot of shareholders who I remember were involved in MRC and they were saying MRC belongs with either DNA or a private equity firm and they in the past quarter or two I see a lot of firms that have been adding to DNO and I have to imagine part of their thought is this would be either better as a private equity controlled company or run like a private equity company in the market.
我再次强调，我绝不是在此为这一情景背书，但他们，这家公司，特别是Dino加上MRC的加入，如果我们将看到在公用事业、炼油厂和数据中心等领域所讨论的那种投资，那么他们可能处于所有正确的位置。
如果这一切在未来5年内实现，以及上游油气，他们应该会受益。
I'm once again I'm not in any way underwriting this scenario but they are in they this company Dino especially with addition of MRC could be in all the right places if we're going to see the right the the type of investment that is being talked about in utilities and refineries and data centers etc. If that's all is going to come to fruition over the next 5 years and oil upstream oil and gas they should benefit.