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mike's avatar

ave you put anything out on SPIRE? The deal looks like it is now dead and a long court battle will follow - all of which leads to some type of default / bankruptcy for spire.

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Tim Gallagher's avatar

https://www.unconventionalvalue.com/p/update-on-investment-idea-1

That is my latest on Spire from December. It's an opaque situation - not good, but I think they'll be able to negotiate and/or sell for a decent price. Blue Torch doesn't want to harvest the company

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Nathan Worden's avatar

Excellent update. I love how you zoomed out at the end and thought about things from the view over the next decade. Thanks for the great coverage!

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