Post by
garyreins on Apr 05, 2024 6:15pm
FOR WHAT IT'S WORTH
Cooper is playing long game like forever while manji may sell the crown jewels, DIR and maybe some other office at a acceptable discount ... run buybacks aggressively then perhaps look for a block sale around $40 or old 20s plus. No idea if it's feasible but they may be the difference
Comment by
colombuss on Apr 05, 2024 6:22pm
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Comment by
garyreins on Apr 05, 2024 6:23pm
Yes. I said If manji ran it he would find a way
Comment by
spacegimp on Apr 06, 2024 1:37am
i dont understand how artis has all this extra money to throw around , dont they have the worst debt profile ?
Comment by
colombuss on Apr 06, 2024 2:37am
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Comment by
garyreins on Apr 06, 2024 8:35am
With 3b in assets you can sprinkly 5-10m on public securities, plus they can sell FCR
Comment by
colombuss on Apr 06, 2024 9:00am
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Comment by
Frankie10 on Apr 06, 2024 10:29am
bingo! Samir is putting on a master class. His strategy finally fits the macro backdrop - we have tailwinds instead of headwinds for almost everything Samir has wanted to do (DZ is nodding his head). So happy for him and unitholders here. Hope I'm correct. Looking forward to seeing the ncib activity end of day Monday. Have a nice weekend all.