Comment by FormerHedgieon Apr 03, 2025 9:59am
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Post# 36522136
RE:Value Hunt interview
RE:Value Hunt interview
Thanks for posting this.
After watching this, the most important thing to come from the long interview is that Leslie openly discussed the idea that the company is open to being acquired. I guess given his age and the stage of development for the company, being acquired works for his career and estate planning.
I hope acquires are already doing their due diligence on the company and its IP and products. If someone wanted to be aggressive, they could acquire the company now before prducts go to market and broadbased testing is completed. The acquirer would get a much better deal than if they waited for these things to happen.
The market for potential acquires grows once product development and testing is completed and sales are ramping up. An acquirer would get a very relevant suite of products, pre-existing sales / distribution relationship and revenues.
With the tariffs impacting stock prices across the board and a strong US dollar (I assume an acquirer would likely be US or European) now would be an ideal time to scope up CMI.