Replies to post #100 on Babcock $ Wilcox Enterprises Inc (BW)

[Renegades17]

This is a great take private candidate

Cheap valuation, expensive debt that can be refinanced with a bit of an equity injection, replace management, fix the operations and then take it public again. Vintage would probably have to tender for the shares at $6-$8, but I think it could get done. First Pacific Advisors, if it still holds its position, could really be the only one to block it or as you suggest, management and the Board could enact the anti-takeover playbook.

I think things are going to get very interesting in the next few weeks. I doubt Vintage took a 10% position to sit idly by and not do anything.