EUA14 Jun 2023 22:42
Stale bulls abound. mac and ACF earned their pay for sure!
meanwhile, for the nostalgia fans amongst us, mac4671 31/1/21:
“I think everyone’s fully aware of the ACF valuation by now, tbh, it’s outdated and was very conservative at the time it was done. The thing is, the accepted offer news can drop at any stage now, could arrive tomorrow, you just don’t know, but, you do know what happens with the SP when it does.”
mmm, more than two years ago now. funny that mac4671 wasn’t highlighting the importance of DFS before deal completion back then, eh? … plenty of other posts in mac4671’s history worth a reality check, for accuracy /honesty/ trustworthiness.
? so what do people think about the ACF equity report at this stage? — its valuation metrics used to be very widely touted on this board by the ramping crews, and (imho) played a big part boosting the s/price way beyond any underlying value … but did ACF forecasts come true?