I haven’t had a chance to dig into the details but was wondering if you ran across any content that would delineate how the Harvest assets were performing compared to FL.
As I know you know, the Jack model of focused cost reduction is not sustainable in the long term (I lived it too). But cutting assets that don’t meet the contribution model is one viable way to go. It solves, or at least addresses, the problem of throwing good money away. Could be an option.
Some time ago, maybe two or three years, I dug into the financials and found that it made more sense to only service the debt and none of the principal. I’m not sure if I recall that correctly or not, maybe you do? I’ll have to see if I still have my notes about that. It might provide some insight.
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