Saw the announcement today, looked great, both parts. My expectation of a sp appreciation was ill founded. Most noteworthy is the lack of any financial guidance ( as per usual). The M&A ‘carrot’ a biggie ….. question is WHEN and AT what sp?
That the market ’sleeps’ is a great analysis, (not), but as Eire says, … ‘let’s talk xmas’, hopefully that ‘talk’ will be of a positive nature, Imo, this is a huge 50/50 outcome.
Ann: Key Partnerships, page-11
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