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Re: coldasice post# 11080

Wednesday, 02/28/2018 2:33:08 PM

Wednesday, February 28, 2018 2:33:08 PM

Post# of 12138
Cold, you were the first person I thought of when I read the McKesson news and thought you would appreciate the implications. I agree that a buyout is inevitable and you have named some of the same companies I have thought of (including AMZN - Bezos would recognize CYRX’s value). I think there are several other potential suiters, Amerisourcebergen (now that the WBA deal fell through) and GE to name a couple, and others that are still unnamed. The new corporate tax laws will likely encourage more M&A than we have seen in recent years, but I think the timing and price are related, so I’m hoping it doesn’t occur this year. I know that many here have held this investment far too long and are anxious to move on, but I think that Shelton understands how undervalued the company is right now and the unique position it is in to dominate the industry, and is not in a hurry to make a deal until more value is realized.
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