Post by
Tradestay on Dec 29, 2023 11:27am
Great acquisition
If the revenues will be trippled and we are only paying half of the cost upfront and performance determines how the rest is paid not bad.
It takes away competition from Haes our existing business and add more customer based because of the combination and hopefully some synergies.
The plus is wr get to further utilize our tax credits as well with this acquisition.
It seems they are going to separate PNG and Canada from the news release. They reiterated their position so close to the meeting, so get ready for two separate entity.
Thoughts of the split are welcome.
Comment by
Resilience2 on Dec 29, 2023 3:56pm
Just to manage expectations, as also stated in the NR: In principle the meeting will NOT be about the reorganization. Just the vote. I personally hope that VN-Capital & Management are in constructive conversations before the vote. Otherwise I think the vote is a waste of time if Cyrus is not on board with them. R.
Comment by
Northforce13 on Dec 30, 2023 8:49pm
Wow, I was in Macro as well, and I have the same perception that the company was stolen out from under the share holders (myself included) by management. Amazing. Going to read that chapter 12 article, his other articles on High Arctic and Home Capital were truly excellent.