I agree. They'll likely buy because in addition to the $2.50/sh one-time gain that Swede alluded to, there is a more than 4:1 increase in Tri-way value held by SIAF as a result of the carve-out.
i.e. what had been 100% ownership of ~$27m in EV is now 36.6% of ~$340m in EV, or ~$124m.
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