Appreciate the nod, and yes, we’re clearly seeing the same contours. Detangling at this stage doesn’t happen in a vacuum. It’s the kind of move that only makes sense if the next chapter is already outlined, even if not yet disclosed. LP wouldn’t burn the boats unless the ships were already inbound.
As for mergers and acquisitions, the possibilities are endless. I know I’m not the only long here eager to hear what scenarios you’ve been modeling.
Whatever’s coming, the setup feels complete. I’m impatiently watching the horizon.
Cheers.