Post by
InsideEnergy on Oct 28, 2021 1:23pm
dunno touchdown
I think it is clear AAV is selling Entropy. AAV is gping to let Entropy swim or sink, the share issue is comin I think. The only question to me is, does AAV maintain a stake in the new issue, I think they might. Then again, if the market is wanting Entropy and the price is great, AAV might let it all go.
I do think AAV maintain an interest, for a while watching it, picking the best time for the secondary offering. Either way, AAV will get a good infusion of cash and they want to now establish a liquids platform. perfaect timing.
Comment by
TouchDown12 on Oct 28, 2021 2:10pm
InsiderEnergy - I think your thniking is advanced on this topic verses mine. I might just be catching up to your thinking now. Thanks for the note as good thnking really helps to set realistic expectations. I'll be watching and now hoping you are correct. Cheers! TD12
Comment by
TouchDown12 on Oct 28, 2021 6:59pm
The last 2 days S/P action certainly confirms your concept InsideEnergy; and 3.5X (so far) this calender year is an amazing run. I think I'll just sit back and enjoy the ride. Thanks again for all your DD sharing as it has saved me a lot of digging around that i normally would think about. GLTA Long AAV TD12