RE:Expectations for next Q results are lowI think those two things have been true for a while now lol.. low expectations and impatience.
There will likely be some mark to market losses in the funds ending 2022, which will probably rebound in Q1. We'll see how March plays out.
Operations should be pretty steady. Not expecting anything major in Q4. I'd like to see that Exelon is pretty well fully integrated and they are done with GBT integration as well.
Assuming similar cashflow generation, they should have a higher cash balance excluding the new debt deal. Probably spending a little more than half on share buybacks.
There will be opportunities to allocate cash this year, and with the last deals more or less up and running, more time for management to allocate to new deals.