I agree with this. Long running comment has been that logistics...

I agree with this. Long running comment has been that logistics rev shouldn't command a tech multiple, no matter how synergistic it is with the business. Tech multiple will be applied to the other components of the business, and logistics should in theory supercharge these revenue streams/ numbers.
This is also somewhat supported by the fact that since we're currently at 100MM mc and according to a 200MM- 328MM mc you'd expect bidding for DW8 stock to open up 100%-200% higher on Oct 29 (depending on multiple); with the assumption that investors are currently blind to the released partons numbers- which are public info. 300MM mc just doesn' t stack logically for me atm.