Post by
BlueJay2020 on Nov 13, 2023 9:43pm
Cold Turkey
So they've decided to go the whole hog, to mix a metaphor. It won't be pretty tomorrow (dividend cuts/eliminations are rarely priced in based on my experience, although little seems to have changed compared to forecasts. Longer-term, retaining AFFO to pay off debt is sensible. The question is what is the next positive catalyst going to be?