I was going to add at the end of my post that if it came up for the right price it would be a good acquisition given OZL's current stake, but definitely not for the current price or in the current climate.
Ozl thought SFR represented fair value at $4.00 hence their acquisition, but I don't think anything has fundamentally changed that would make them want to take the whole thing out for $10+.
ozl- sfr, reading between the lines, page-31
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