TSX:AX.PR.E - Post by User
Comment by
babybunnyon Sep 24, 2023 10:54am
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Post# 35651198
RE:RE:RE:RE:A lot to do about not so much!
RE:RE:RE:RE:A lot to do about not so much!I largely agree with the prescription in your last paragraph, Frankie. This is in line with Manji's mandate to actively exploit the difference between private market valuations and (implied) public market valuations -- a gap that remains huge even as asset values has fallen.
If anything, I would like Artis to be even more aggressive with asset sales. Industrial assets in particular seem ripe for the picking.
With all due repect to Dztrader, I think sitting on our hands is a poor option when repurchases are so richly accretive to NAV per unit.