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When dealing with a likely overpriced asset that can't even be properly valued, it's better to be too early than too late.
"For the franchise (and shares) to turn the corner, we think management needs to announce a significant bulk asset sale or framework for investors to evaluate the structure/pricing of likely asset disposals (and incremental capital, should it be needed)," wrote Patrick Pinschmidt, an analyst at Morgan Stanley.
Glencore is considered a likely buyer of ENRC assets, as disclosed in Tuesday's Independent.
There lies a likely answer in the assets that people already have.
A likely buyer of the Permian assets is cash-rich BHP Billiton (which last year paid $4.75 billion for Chesapeake's Fayetteville shale position), and which acquired a bunch of Permian acreage in its $15 billion buyout of Petrohawk Energy last year.
While population density might have made the outbreak more difficult to control in Beijing, the massive and efficient mobilization of communities and health workers to respond to the outbreak was likely an asset.
Such care is regarded as the best and most cost-effective option, a commendable social asset likely to resonate with British government thinking on the "big society".
If economic developments are satisfactory, the Fed will "likely reduce" asset purchases, Yellen said, but the program is "not on a preset course" and could shift as new data comes to light.
And ignoring these macroeconomic imbalances makes it more likely that asset bubbles and financial weaknesses will develop.
With relatively high gearing and likely further asset write-downs, we maintain our sell recommendation on Barratt and our 44p target price".
And it's an asset likely to carry over even if the Mubarak government falls, Parker says.
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