RE: Songwe Basket Case (Rough Calcs)11 Jul 2025 21:28
Not sure why anyone is talking about it . The bb is being drenched in a quagmire of total irrelevance.
Keep it simple - see Cohen chucking corporate finance deals in the US like confetti- let them do the work( which they have) and keep your spreadsheets for your holiday budget - and that’s the least attractive half.
If you think Cohens are a cowboy outfit, sell. If not, relax.
If you want to spends hours on hypothetical price and cost variances from out of date info, knock yourself out.