[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Scott_K_Rodgers](/creator/twitter/Scott_K_Rodgers) "Any opinion if $BX owned Merlin is clearing the way for a $PRKS acquisition with their plan to divest its aquarium assets (Sea Life) A combination seems to make a lot of sense and $BX could monetize the real estate as well as anybody"  [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946310927747359014) 2025-07-18 20:47:40 UTC XXX followers, XXX engagements "In a theoretical sale-leaseback scenario $PRKS could be worth $95+/sh assuming a XXX% cap rate on the sale leaseback and the OpCo continuing to trade at 7.0x EBITDA. The implied gross land value is greater than the current EV"  [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1945598618884276274) 2025-07-16 21:37:12 UTC XXX followers, 7824 engagements "That was the $BX Merlin playbook (monetize the land) post Tussads acquisition"  [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946335414106673570) 2025-07-18 22:24:58 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Scott_K_Rodgers
"Any opinion if $BX owned Merlin is clearing the way for a $PRKS acquisition with their plan to divest its aquarium assets (Sea Life) A combination seems to make a lot of sense and $BX could monetize the real estate as well as anybody" @Scott_K_Rodgers on X 2025-07-18 20:47:40 UTC XXX followers, XXX engagements
"In a theoretical sale-leaseback scenario $PRKS could be worth $95+/sh assuming a XXX% cap rate on the sale leaseback and the OpCo continuing to trade at 7.0x EBITDA. The implied gross land value is greater than the current EV" @Scott_K_Rodgers on X 2025-07-16 21:37:12 UTC XXX followers, 7824 engagements
"That was the $BX Merlin playbook (monetize the land) post Tussads acquisition" @Scott_K_Rodgers on X 2025-07-18 22:24:58 UTC XXX followers, XXX engagements
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