Forget the cash. That seems like a zero sum game to me. Merchant...

Forget the cash. That seems like a zero sum game to me. Merchant just putting the monkey grip on management who have been asleep at the wheel. Isn't Merchant's average buy price higher than the cash backing anyway, doesn't seem like intelligent investing to me - just games.

As for the IP (which I assume why most here would have invested in 1PG in the first place). Does anyone else think there could be any synergies or strategic competitive advantage of bolting this onto RFN's product suite? Customer base and sales team?

Position: (Holding RFN)