RE: Capitulation?4 Nov 2024 19:20
I seem to recall BlackRock first taking and 3xtend8ng positions as part of Tysons plan to move the SP to 250, 300 et c and become a bigger player. With the bad Stadium purchase and exit and the SP drift and Frances failed financial engineering they’ve had a rethink. Irrespective I believe in the c9mpany and the inevitability of a takeover. Offer at 125 plus, then a negotiation or battle gets it to a sale price of 150 cash per share IMHO