RE:TUO/AMK RATIOI've always been greatful in you sharing your knowledge...you have consistently given us a window as to what you're up to.
Hey Waffles...let's JUST PRETEND...TUD goes belly up. TUO and AMK are still holding their 20% on Treaty Creek, or would you think all bets are off...or it goes back to what it was before TUD. It's totally silly (no one worry...I'm truly just being OCD, playing out everything: totally far fetched). Perhaps someone would come in and buy TUD....point being, TUO, AMK would probably be insulated by that. Or are there simply too many variables? When I replied to the most recent basher, I stating Disney Characters could manage AMK...20%FMV is 20%. It really seems to me AMK is a no brained- with the additional discount to TUD at this point. Feel free to call me crazy...anybody else can reply.
It seems to me this IS the play (best to have the other two) but if one could play your positions against each other...you said it "50% increase in shares". Damn that's good.