Jun. 29 at 3:09 PM
$MAT usually not this cynical and I know there are supposed to be regulatory fail-safes in place to prevent but you have to wonder if institutional holders (who might just also have an analyst say) are doing their best to support the Southeastern activist directive here. With a consensus 40%+ upside (despite a bizarre low review by JP Morgan), free cashflow mountain, and coming into 3rd and 4th quarter leverage, why would anyone be selling here otherwise with the gains and the potential.