My gut feeling is they are flicking the non-core for decent $$ and then focusing on core strategy and leveraging the IP and recent bolt-ons for high-growth. Debt then takien care of. No coincidence the management team have a huge amount of skin in the game.
If the ducks line up than I can't see why we shouldn't see the oppies in-the-money by the middle of the year. High risk, but potential high return.
My gut feeling is they are flicking the non-core for decent $$...
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