RE:Thoughts from Matlas (on reddit)With all due respect Matlas has been screaming buyout at the top of his lungs for 3 years now. I can still remember when he guaranteed a buyout by the end of
2022. Caution: Take his comments (kool aid) with a grain of salt.
Truthfully, I am somewhat surprised 2 of our most pragmatic leaders: DAM$ and ahsineeg have hopped on the speculation train:
- The fact that Cynthia, John and Michael met does not automatically mean “Current offer negotiations!!”
- Flow-Through shares (that seem to happen quarterly at this point) at this time of year does not automatically mean “one last kick at the can for F&F”
Trying to manage expectations here as I have heard “Optimal Shareholder Value” and “Buyout” since 2021