tag:blogger.com,1999:blog-2080506270244832638.post5693967978317842798..comments2024-03-28T07:17:13.573-05:00Comments on Clark Street Value: Hilton Grand Vacations: In Play, Speculating on a DealMDChttp://www.blogger.com/profile/10679835609782815537noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2080506270244832638.post-59000752021058381562019-12-03T12:48:17.357-06:002019-12-03T12:48:17.357-06:00Missed this in my write-up, but the discount to th...Missed this in my write-up, but the discount to the Bloomberg reported bid is likely due to the $40 being some indicative value of a combined HGV/DRII as suggested in the NY Post article as a way for DRII to come public. Much less interesting if that's indeed the case versus cash.MDChttps://www.blogger.com/profile/10679835609782815537noreply@blogger.comtag:blogger.com,1999:blog-2080506270244832638.post-85878304580021268222019-11-16T07:16:00.585-06:002019-11-16T07:16:00.585-06:00Thanks - had a few of these in queue for a while b...Thanks - had a few of these in queue for a while but life sometimes gets in the way of posting.<br /><br />Nicely done on ASFIMDChttps://www.blogger.com/profile/10679835609782815537noreply@blogger.comtag:blogger.com,1999:blog-2080506270244832638.post-74846699546585512942019-11-16T00:23:05.388-06:002019-11-16T00:23:05.388-06:00Great to read all these posts! HGV seems quite int...Great to read all these posts! HGV seems quite interesting. Asta was a top-5 position for me pre-offer (and now is top-3) and I'm looking for a replacement; will mention the candidate(s) here if I find same. ADLhttps://www.blogger.com/profile/11578314123744054067noreply@blogger.com