TSX:AX.PR.E - Post by User
Post by
SNAKEYBOYon Aug 23, 2023 8:51pm
135 Views
Post# 35602992
SANDPIPER
SANDPIPER Depending on what they're portfolio looks like if they're overweight REITS they probably are In the hole rather significantly, nevermind artis alone almost 100m. Artis is the only reit they have direct influence over and as such its reasonable to expect they sacrifice running the reit forever to getting out their cash a lot higher than market price and using the opportunity cost to go after other depressed names. All they need is 40% upside in artis then 40% upside in reit sector to pad their gains rather than bet artis will go up 2 to 2.5x in next few years