New article - Galaxy Gaming Inc. $GLXZ – Will the acquisition by Evolution go through? Who cares! (Maybe it would be a good thing if it fails)
And Half baked: Ideas that do not make the cut – $CROX, $AMCX AMC Networks
Although the Galaxy deal closing timing has slipped (see deal timing in article), the final outside day is January 2026. Will the deal close? A ~10% spread, or ~20% IRR implies there is a risk to close. Will the deal go through? Perhaps, but perhaps it does not actually matter with a new debt deal and new licensing agreement in hand… Maybe it would even be better if it fails.