Q: Hello,
I would value your assessment of MIC's recent earnings announcement as well as your commentary on what their indication that they are going to: "to actively pursue strategic alternatives including a sale of the Company or its operating businesses as a means of unlocking value for shareholders." might mean for those of us who hold this investment?
The market's initial reaction was extremely positive but having been down the "strategic alternatives" path previously with Calidus Capital, to a disastrous conclusion, makes me personally rather circumspect. Thank you!
I would value your assessment of MIC's recent earnings announcement as well as your commentary on what their indication that they are going to: "to actively pursue strategic alternatives including a sale of the Company or its operating businesses as a means of unlocking value for shareholders." might mean for those of us who hold this investment?
The market's initial reaction was extremely positive but having been down the "strategic alternatives" path previously with Calidus Capital, to a disastrous conclusion, makes me personally rather circumspect. Thank you!