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Post# of 189379
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Lewrock

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Lewrock

Re: Nrdc92 post# 183446

Wednesday, 03/13/2024 12:13:08 PM

Wednesday, March 13, 2024 12:13:08 PM

Post# of 189379
In my opinion, a buyout will not happen until after many deals have been signed and LW starts to crowd out the incumbents. The deals will happen this year, but any financial impact won’t be felt by the incumbents until next year. I don’t see any buyout risk for at least a year.
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