Again, they laid it all out in plain English in an AFR article from 2018... they aren't looking for portfolio companies, they are looking for a transformational, company-making transaction on the order of magnitude of $1 Billion+
Again, they can achieve this with leverage and with help from a JV partner. Karl is going to lever up and tap partners. It's a no brainer @ WACC <10% and post acquisition IRR>25%. Why do you think all the restructuring announced July 1st?
ADT Price at posting:
$1.57 Sentiment: Buy Disclosure: Held
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