TSX:NWH.DB.G - Post by User
Comment by
DanielDardenon Aug 26, 2023 1:13pm
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Post# 35606770
RE:RE:The PR
RE:RE:The PRThanks for posting this. It’s a nice find and for me reinforces my thinking about the NWVP release. PDL would not like to be surprised later that somebody has accumulated enough units (and votes) to control NWH. His best strategy probably is to advise publicly that he is the front runner and will be somebody to be reckoned with in the end to discourage interest from others. They will not have to disclose ownership until the 10% threshold so somebody could surprise.
PDL will likely continue to add units despite the disclosure rules as he is aware of the residual value of long term management contracts and the demand for this kind of real estate. It sure looks like value will surface but the extent will depend on the availability of capital.