> On Oct 6, 2020, at 11:28 AM, James Breeden <ja...@arenalgroup.co> wrote:
>
> Still smells Swedish to me. Probably will end up with a different name, but
> other than that I don't see much changing. Sounds more like a spinoff than
> acquisition.
Yeah, I guess my questions are more long-term, usually in the 12 month window
not much changes, but I’ve seen people expand to be global carriers then shrink
back to their incumbent countries, (eg: 5511, 3320) over the years with a few
holding their own, or having some minimal international presence..
What will happen here? I’m curious as there are usually some economic drivers
of these events. I’m not sure I see what would be a driver unless the business
is losing significant amount of SEK and this is effectively a restructuring.
- Jared
