Old 07-31-2022 | 08:26 AM
  #959  
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Excargodog
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Originally Posted by All Bizniz
Don't know who they'd initiate a merger with that would make sense at this point, as they've pretty much run out of dance partners now that B6 will be off the table. Anything else is going to be an acquisition, and it won't be AS doing the acquiring.

I feel they believe they can stay solo and still be able to make those monster profits.They have a competitive moat with their unique niche markets, own a lot of their assets, have manageable debt, and have quite a sizeable war chest.

If push comes to shove they've got a ways to run before they feel any pressure to consolidate.
And yet economy of scale makes a difference. And the niche market is shrinking in relative terms.
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