RE:Conference call takeawaysI also listened to both calls.
My take: LCFS is undervalued. They would like to have ownership below 50% but at a higher price.
They want to reduce debt by selling "something".
Note that AIMCO is holding warrants that would ammount to 9% of shares. Potential for TWM to sell some of their shares in a block to "someone" to bring down ownership and improve liquidity and become seperatly managed.
LCFS trades too thinly for the big guys to buy on the market. They can't have mine either.
I smell a bought deal .