Personally....i say this is one of the best deals on the market.
Just the equity position on this is worth $18 / share. They hardly have any of their reserves borrowed against and obviously their credit agreement is crap, as with the 90% out and no dividend the stock is depressed (falsely). They will get this corrected specifically b/c they are a LLP / LLC and need to distribute to shareholders for tax reasons. I see them getting the div. fixed soon and the shares will double overnight.. I'm in for 22k shares and wish i had more.
rgds,
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