VUL megathread, page-6237

I don’t know about timing but I haven’t heard Wedin or Moreno deviate from the intended 65% debt/35% equity plan to fund the next steps. If I recall correctly, they have been at pains to point out how little they have diluted existing holders in relative terms, and having a couple of big-gun firm-hands holders on the register like the Rinehart/Hancock combo plus Stellantis now helps to keep this a priority imo. I think we’ll see some grand scale equity partnerships with an O&G major and perhaps even a big green BlackRock/Vanguard type outfit that will anchor the valuation. Not long now really before we find out - by the end of our summer things should’ve taken shape.