CL, great post. I think if another company was to try and come in, it would have to be a very compelling offer, what that would be, I don't know. I could only imagine what that bid would be. I think the Zimmer deal is about final.
Then I would expect Herc to be paid off after Hercs ER. Doubt they let this leak. Would be smarter to payoff sometime right after. Keep everything contained.
great post cl...very very well planned indeed. The opposite of "a three dressed up as a nine" and then exaggerated to the nth degree... I imagine it will be a top case study in how top industry companies, and investors alike, can be so easily striped of their normal common sense... Big company psychology is not much different than individual investor psychology .... over a long period of time you control sentiment and group think to the point where all/most shy away.... and that is when the big move is made ... quickly and under the cover of darkness.
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