I know really

My love of PE bros knows no bounds…

But just think there’s normally an initial splash the cash phase even if that’s drawn from borrowings against the investment.

We seemed to miss that bit - it does just feel like a more secure situation but not a more exciting one. And I don’t feel it’s making us more competitive which was part of the rationale.

But then I was always in the ‘careful what we wish for’ camp.

Posted By: camcan, Apr 21, 19:51:37