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Re: None

Tuesday, 06/22/2021 7:57:00 AM

Tuesday, June 22, 2021 7:57:00 AM

Post# of 69177
What I find interesting



Is that Lazar ceded custodianship to GS. I don't know the history, but to me it seems that he did this because GS is further along in identifying a merger partner. I believe GS' decision to convert the debt owed to him into preferred further affirms this view.


If there are additional thoughts, whether confirmatory or disputing this view, please let me know.

I find the valuation disconnect versus $RNW puzzling, but great for those ready to capitalize.