There isn't one, snakess. Pyxus (PYYX) will turn into The Darling of iHub and will be listed on the top of the Top 10 Forums, probably for 2-3 years... :) ...on our trip to $100 (market cap ~$2.5B)...
My "marketing girls" are prepared for the ride... ;)
I think if MO wanted to own these assets in some kind of vertical strategy that they probably had that opportunity when the Company was in the bankruptcy process. I think the reason they don't want it is because to run this business at scale, you have to serve a diversified customer base and MO doesn't want to be in the position of having to serve it's competition as customers in any part of the business and vice-versa.
I think the very simple situation is that this company is necessary. The big guys don't want to deal with farmers in asia any more than they want to speak to a house subcommittee on the dangers of e-cigarettes....
That means that PYYX is pretty solid with respect to customer relationships/support/receivables/etc. It's yet another reason the breakdown ratio of the enterprise valuation makes no sense of any kind whatsoever.
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