i have a suspicion that MQG will take MIG private and house it in its new unlisted infra fund. also rumors out that this is happening to protect MQG fee income stream and shaft the hedge funds.
i am also tipping them to take CEU and house it in the fund.
why have these assets listed when the market constantly undervalues them? take them private and let the real managers look after the assets without all the stone throwers.
pension clients want stable growth and income to match future liabilities, with these assets being listed it does not achieve this.
my tip is that MIG will be private by the end of the year and CEU will be once we get some traffic numbers.
i have a suspicion that MQG will take MIG private and house it...
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