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Re: GBR post# 10385

Thursday, 03/28/2024 7:27:28 AM

Thursday, March 28, 2024 7:27:28 AM

Post# of 10886
Getting back to EC and Zemetras revenue and cost synergies and particularly revenue synergies comment. It seems to me only way to achieve revenue synergies by definition is the combining of companies. So to your point something along those lines is going to happen. My take is with the current job postings and sale of ad agency Veri remains as standalone company or the remaining company in some kind of merger. But as we discussed a joint venture or something along those lines also fits the scenario. They want to remain cloud agnostic so not sure how AWS would fit. You mentioned Deloitte which could be a possibility but don't think so. May be someone out of blue. Combination would imply not a major player but somebody Veri size or similar. I guess the possibilities are endless. But revenue synergies implies something is going to happen and I think in the way of a joint venture. But we shall see.
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