I get that Carl doesn't have regular broker support. They're outsiders from the game that came in to run it. That's a good thing.
**promotion blocked** will flip the hell out of it for sure, none of those guys will still be in this time next month.
But Carl said it in the interview... he just wanted to lock in that capital and get the enviro work happening.
Its not all bad.
Being in for the JV is absolutely the right play. The prospect proves up better and better, as does and the macro backdrop.
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