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clock Created with Sketch. 11/01/16
14:47
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Originally posted by Techmeister
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A few things:the rebrand from RSL to SRT - why do this if he was to buy 100% of a single entity - in this case surely we would keep RSL and just change it to the NewCo ticker - like every other RTO: MOO became SRO / POK became BUD / AZK became BRN / KNE became D13...the reference to third parties on this Fintech deal - I think SRT will only be a part owner of the acquisition - I think part-ownership is the model he is working to - perhaps a bit like CHP - that means the SRT name stays and the Newco get its own name (CHP has stakes in a number of plays)the unusually massive holding in SRT of MW - tells me he is not in SRT for a deal - but is building a bigger entity - with a different timeframe - I think SRT will be an entity that has holdings in a number of companies - so he is changing his MO to be a long term holder in a number of select plays - rather than a short term deal-maker (which is Cicero's MO)
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the star striker certainly makes sense. there are many stars in the sky in the same context as having stakes in numerous star companies (top quality businesses)
(20min delay)