OEL is negative value, right - am I crazy? I think ARZ should GIVE us the equivalent of the Hamonic price to take on that contract. So, Kuemper + Hall + OEL for ZERO is pretty close to fair value. Of course, we have to fit all that money under the cap, so that is where things get messy. I don't know what we can send back to make the dollars work and how that affects the deal. But I start with the premise that those 3 ARZ are worth ZERO, and then we have to add assets depending on what we are sending back. So, if we send Lucic, we have to add something. But if we send Giordano...
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