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AgentSmith

02/21/19 10:54 AM

#24628 RE: medhead #24627

I agree medhead - Needle-moving or not, it's been one win after another for LXRP technology. I think the writing on the wall is pretty clear; it's just a matter of time.

Another thing to bear in mind: Announcements have placed emphasis on Lexy getting deals - most notably, the Altria deal - done "on their terms." There's a good chance Bunka's knows exactly what Lexy's got, and is just playing some serious hardball (with anyone who wants to "just buy it all", for instance); which can turn dealmaking into something of a "war of attrition".