TGLO - is Delfin really seriously considering r/m with them?
A lot of back-and-forth on the TGLO board about Delfin's real motivation in buying majority stake. Every new filing is scrutinized like tea leaves.
Most seem certain r/m is impending, but another camp is bitterly pessimistic: Delfin just wants the NOLs, nothing in the filings proves they want an r/m, in fact an r/m makes no sense, they'll just dissolve the commons, etc.
I'm not sure who's most right.