Third, the damages Claimant seeks are depending on an analysis at odds with the statements in Claimant’s Reply that Yukos' tax assessments were not by themselves expropriatory steps. As being the supplemental pro report of Professor James Dow demonstrates, LECG’s calculation of damages, on which Claimant depends, relies on the same "retroactive

Claimant also now expressly disclaims the evaluation of Yukos’ taxes, which showcased so prominently in its prior submissions, constituted functions of expropriation. The hostility in the Russian Govt toward Yukos was manifest, and the fall in the price of Yukos inventory implies that traders had begun to market their shares. - the inclusio