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Re: gilead23 post# 111932

Thursday, 03/28/2024 11:39:04 AM

Thursday, March 28, 2024 11:39:04 AM

Post# of 129714
DTI - I glanced at it yesterday stopped doing DD once I saw the SDPI acquisition was ongoing. I figured that would weigh on it. There's another acquisition besides SDPI too. With these acquisitions, it's always hard to gauge whether the market will like the adjusted numbers or just look at the unadjusted numbers and not care (I suspect integration costs, etc. are coming).

There's an arbitrage play if you think the SDPI acquisition goes through, since with SDPI you either get $1.00/share of .313 shares of DTI (which implies you can buy DTI at ~2.90 right now via SDPI).

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