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![HettyGreen2020 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1893714497317072897.png) startmakingsense [@HettyGreen2020](/creator/twitter/HettyGreen2020) on x XX followers
Created: 2025-07-16 23:32:16 UTC

@cmo040958 Maybe a little light, but decent premium to today’s price

It’s about a turn > GMS and Beacon, aligns with reasonable DCF imo

$QXO wouldn’t pay for synergies.
Competitive auction? Who? If so, maybe you must

Tougher environment, margins down, not superbly managed last ~ year


XXX engagements

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**Related Topics**
[auction](/topic/auction)
[$qxo](/topic/$qxo)

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