I think that if your decision is revolving around what kind of company will come into the shell you are missing the entire point of the DL shell plays. The bet is not on the new company, but rather on the structured shell rehabilitation process that adds value to the shares.
Personally, I don't give a bleep about what company buys the shell or the industry they are in. I just want the shells sold. After that, there is a separate and distinct decision regarding a different investment thesis - does the new company have good prospects and does the new management have any clue about running a public company.
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