RE:RE:RE:JV economicsSo far they have hit it pretty well. The disappointing q4 which though not reported yet is widely know is understandable given the explanation on the Zoom meeting. The refi was a solid move, not spectacular, but solid.
The big negative is the inexplicable PP. My best spin on it was that it was a condition of the refi or a preliminary part f a JV deal that is almost done. Thats just trying to give the benefit.