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Yep, couldn't disagree with that, NewK, except a merger doesn't often involve a big payday for shareholders, unfortunately. I think the next big deal for either of them will be the most productive outcome for us PI's outside of a T/O but their different management styles / AA having 30% of RRE already might well preclude that sort of outcome, short of going 'hostile'...
Am very happy to be in both RRE and SQZ right now with their respective cash hoards to hand, augmenting their strong, debt - free, balance sheets while they scout around for another tempting target to exploit in this febrile atmosphere - sasa.
Absolutely sasa, not worried at all here. I’ll be surprised if we don’t come out the other side double/treble the size.
Not to mention, the safety net of being suspended during cancellation and relisting of new company.
sasa,
"abundance of cash on the balance sheet like RRE and SQZ."
In a strange way a merger of the two NOW would allow the new company to wield its financial and operational power on multiple low lying fruits in the months to come imo. Producing better growth and ROI for SH than would have been if not for the virus.
sasa,
"abundance of cash on the balance sheet like RRE and SQZ."
In a strange way a merger of the two NOW would allow the new company to wield its financial and operational power on multiple low lying fruits in the months to come imo. Producing better growth and ROI for SH than would have been if not for the virus.
in economic terms, the likely stress point will be funding to tide over co's for the duration of it...
That will affect debt laden / leveraged businesses the most, whereas those having no debt or bondholders to worry about will be much more resilient and especially those debt - free businesses with an abundance of cash on the balance sheet like RRE and SQZ.
A rare and reassuring position to be in right now, imv - sasa.