>>23061869

Agree on the consolidation aspect, it's anyones bet who is gona eat whom but the game is on for consolidation to conclude in the next 4 maybe 5 years.

It's all about picking the winners.

Spending wise - of course, it's hard to justify lifestyle companies behaviour and that is one of things to keep very keen eye on.

Tossed some names to keep conversation goining which seems to have provoked discussion and that's welcome.

TNR seems like a micro cap for royalty.