I just found an August 31st interview with Chris Mittleman - he’s sticking with ‘fair value at least $4.85’.
He strongly suggests the t/o will be voted down and the SP will recover as EBITDA rebuilds.
What’s the best way to post the article? I don’t know if this works on HC, but I’ve got a link here or a PDF copy I can upload.
page 6 and mainly 7.
https://brookvine.com.au/wp-content/uploads/20200831_Chris-Mittleman_Value-Investor-Insight.pdf
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