Great Final Exit Point
We all know that ARX has a 5.3 billion dollar ice jam before they can pay meaningful dividends like TOU who have just given shareholders $1.45 a share.
115 Sunrise + 700 Attachie + 1.9 bill Debt + 1.5 billion Share buyback + 1.1 billion risk managent
5.3 billion of Management Priorities before ARX shareholders can look for the same meaningful return as TOU, or have a company that looks like TOU.
I think the market may be looking for ARX to follow suit after TOU announcement of $1.45 dividend and announce something special for their shareholders, don't count on that.
Might be a great opportunity for ARX shareholders to exit...
ARX has the best management in the world, (boom cha boom)
IMHO