David from Kingdom Capital on UNTC
Yet Another Value Podcast
I Think It's a Ting Call Option.
I think that im you can't keep in mind that that 350 million hurdle going to go down and the next year as they continue to pay tash ritributions back to partners group. Ah, so hopefully that number's closer to 300 million next year when they force the sale. And if that were to happen, it gives you a little bit more potential for upside here. But i'm not, i'm not looking at this thing as soon en tey're got to sell it for 500 or 600 million, and the unit's going to get a huge return.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
