The next business park falls in the 40 year effort to move jobs into the tri valley.  Wishful thinking about an eastern migration peaked from 1990-1995.  Office space construction peaked from 2000-2005.  Then, they started demolishing office space in 2015.  




Lions see the most likely outcome for TWTR being all shares getting redeemed for $54. The only reason for it to go below $54 is belief the deal won't go through or a selloff of index funds, but the lower it goes the higher the buyout gain. The absolute worst outcome would be a significant drop, Elon backing out & renegotiating a deal at a much lower price than traders paid.

It's been such a long & persistent process, lions don't see the worse case happening.  He mentioned having a plan B if the buyout was rejected.  A sub $54 price during a general market decline is most certainly caused by index funds rather than chances the deal won't go through.









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