KKR is offering UGI less than the stock was worth in 2018
A 21% premium is easy arithmetic when the reference price spent eight years falling. The board that refused to sell a division in 2024 now weighs selling the company below its old high.
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LPs now ask what AI will not make irrelevant.
Your conference recap post is a selfie with a lanyard.
Apparently, the quickest way to become an AI business is to replace “automation” in last year’s board deck.
