Saturday, October 02, 2021 8:11:13 AM
1) You can't afford to miss out on the dividend. That could be up to $300M in assets PLUS up to $400M in hard cash.
2) But you can't sell on the ex-date either. You will be selling $2 billion+ worth of assets (the plantations) PLUS the new business which is growing much faster than we expect.
And, they can pay cash dividends if they want to. Since the plantations are still generating $200M in cash every year.
Now things start to make sense. And I'm really excited about this now.
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