Maybe something like MEMs consolidation? I know theyre seriously different in terms of sectors, but they have similar MC now, same end of the market in terms of spec. MEM compelted a 15:1 consolidation last year and went from something like 4ish billion SOI to 300 mil (from memory). Shortly after this it tripled in MC.
This could be a totally inappropriate comparison, but it would be nice to see that happen to VOR.
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