RE: RE: RE: Cascade - Mobileye ??16 Oct 2017 12:58
Just to throw my 2 penneth into the mix.
It is plausible that Cascade are a back-door vehicle for Mobileye but I do not believe this is the case.
To my knowledge,Craig Flashner is the only named Cascade Director that we are aware of with the others being tucked away nicely behind the Delaware company incorporation benefits of non-disclosure.He operates in the specialist healthcare management industry.I see no links to Mobileye.
Cascadellc.com also operate in the healthcare sector as a sizeable real estate investment and management firm,acquiring under-performing healthcare facilities,improving them via capital investment and then leasing them to carefully chosen tenants.
Whilst I appreciate this is a tenuous link, the 2 parties operate in the same sector and are highly likely to know each other.The make-up of the Cascadellc.com board "fits" with the Israeli influence of the players here including Mobileye.
Our "Cascade" has been established as an SVP which I am interpreting as a Special Vehicle set up specifically for the investment into Sev and keeps any subsequent transactions of purchase/sale clean and uncomplicated.
For me,this all points to GT having approached "Cascade" via the network for investment and Craig Flashner plus "friends" have invested.The detail of options timescales, sums involved and listing requirements have been put together based on GT`s expected development of the business.I would guess that these discusions would also have included an exit route for all parties.
We have looked at this before and dismissed it but this is where my money would sit.
Just my opinion,dyor etc