RE:The position of PMX within VantiveI wish we had the position of Carlyle Group, within the positon of PMX/Vantive.
Now those would be some interesting inter-office memos to read.
I haven't tracked CG as closely as you Geb,
but I know they have a plan and a big picture.
I know they're not just going to take over Vantive and eliminate all the free snacks and coffee in the break rooms as a way to suddenly turn Vantive into a growth company.
My interpretation of their plan is,
one, get complete control of Vantive with her Prismax CRRT machine and her Oxiris blood filter,
two, get complete control of PMX NA rights, and almost as importantly the EAA diagnostic WW rights,
three, inquire with Toray about the distribution rights to everything outside of Spectrals North America rights, because Vantive operates in 70 different countries and because thanks to 2, we now own the EAA diganostic rights.
four, repackage one two and three, and bring her back to public market in a few years for more than double what it cost to bring these 3 things together.