The only way forward for both PLL and SYA is if they Merge as 1 company.
Its something I've banged on about previously , it had considerabe merit then and probably has more now IMO , it elliminates the issue of the OTA immediately and I would be more supprised if it didn't happen than it did. Its been common within the industry.
There is no perfect solution.
What would a combined entity called Piedona or Saymont consist of :
1: 100% of NAL
2: 60% MOBLAN
3: 100: Carolina project
4: 100% Tennessee project
5: Combined cash
6: More attractive to financiers or larger players in general
8: Large resources in North America
There are bound to be issues but they can usually be solved, consolidation of share would be a certainty and projects would need to be prioritised around earliest revenue and likely involve some rationalisation / sale or mothballing. We'll see, but you can almost guarantee it has at least been discussed by the parties.
Cheers Whisky
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