Post by
garyreins on Oct 20, 2023 8:13pm
NOTHING BURGER
Even if Samir turns up a nothing burger here, I assume he needs to sell a bold new vision of the future of artis that does not involve public securities ..as he'll be very lucky to break even on fcr or d let alone realize outsized gains or take over.
Waiting for lower rates is one thing but planning for a organic growth and investor friendlyasset mix is important as well. I assume he'll leave the review ongoing until the private market can transact what he wants to get done, even if it goes into next year.
Comment by
DZtrader on Oct 20, 2023 8:23pm
I think it highly unlikely he totally serves up a "nothing burger". Something, clearly needs to be done, its just to what extent he/ they go and IF it will be enough for the market in the nearer term. Essentially boils down to if they are in short or long term mode.