The bread crumbs are in the shareholder letter!!!!
WTF?? They aren't "breadcrumbs". Passalacqua clearly named the company he hopes to sell the MILV shell to. That anyone missed it astonishes me. I mentioned it in a post here yesterday or the day before. And still, nobody's talking about it or trying to do some research on the company.
Obviously the deal hasn't been finalized, but Passalacqua seems to believe it will be.