LBKWA

He wants a sale

? something afoot here

Gemini and GPT pretty much the same but variables slightly different. The next 10 days is where it could get interesting if if happens.

Michael doesn’t matter much in grand scheme, this is an IP library play.

Even with capital raise still not valued at growth of 7-9b ARR yet. No raise or guide needed. We wait for France and Asia news.

EV buyout would fall between 9-11B, 18-22 a share when factoring debt. Now will it actually happen?

Starz was spun out, not part of lion anymore

Birmingham looks to be a go.

It’s all about the ARR and 26 guide now.

Birmingham renovation ✅
Vineland expansion ✅
Independence almost there
Dallas rumor

Good news coming