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Episode 10: How the World Ended Up With a Boring Banana

Odd Lots

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Aramco's Political Role in Saudi Arabia's Oil Industry

The critical aspect is the amount of disclosure that Aramco will need to do. This is a company that probably could be closer to the valuation of ExxonMobil than anyone else in the world of their own companies. I still don't envy anyone having to do due diligence on that. It will not be, if it happens, it will not be an easy IPO. But certainly the site is so big that every banker in the oil industry is salivating until just because it may happen.

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