RE:RE:RVX - EVENTS/WEBCASTS section updated...ToInv: Thank you again for your post. One particularly interesting part of your post to me is about the office recombination.
My question is this: Do you think the office sharing is a prelude to an organizational re-combo of the two firms? I think that that is possible, but honestly I had not thought of that before and I am a little doubtful unless they have a suitor in mind who wants both sides of the equation (but in that case I think they would just sell the two halfs to the same company and hence recombine them that way).
And I'm wondering why they would have done the asset shuffle in March 2014 if they had plans to recombine the two companies....
Thus, I think the office sharing is just an office sharing... and not a recombo of the two entities.
I think that if a buyer wants both halves, then the recombo will automatcally happen when both are bought.
If there are (or will be) two buyers, then no recombo is necessary....
Hence, I'm still thinking it is just an office sharing.
Just my two cents. Not sayin' I'm right!