My thoughtMy take is that the 10% premium for vii is too low. Arx has 350 million ish shares and its net asset value was $6 or $7. VII NAV pre merger was easily double that suggesting significant upside torque especially if VII had been able to pay down debt or cancel shares with 2021/2022 free cash flow. A 10% premium for those shares is disappointing imo and given the reaction today I'm inclined to say I'm right. Don't get me wrong I'm sure this new VII is a ~$20 stock in a few years, however I see this as disappointment as I saw these guys as farily close rivals to TOU in 2 or 3 years time. TOU should be a $40 or $50 stock again in that same time. GLTA