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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (78256)	10/13/2025 3:53:45 PM
From: E_K_S	Read Replies (1) \| Respond to of 78456

I am in the same situation for Plymouth Industrial REIT Inc (PLYM) 21.49 +0.41 (+1.94%). A Private Equity company has offered $24.10/share August 19, 2025. I do get 4.55% div while I wait. It is still 14% undervalued from the buyout price. Why the Acquisition Isn't a Certainty Sixth Street's proposal to acquire PLYM for $24.10 per share is a non-binding and unsolicited offer. This means it is not a finalized deal and can be changed or withdrawn. The offer is subject to several conditions, including due diligence and the negotiation of definitive agreements. Board Evaluation: The proposal must first be evaluated by Plymouth's Board of Directors, which has a fiduciary duty to act in the best interest of all shareholders, not just Sixth Street. The board may accept the offer, reject it, or seek a better offer from another company during a potential "go-shop" period. Shareholder Vote: Even if the board approves the deal, it would likely need to be approved by a majority of PLYM's shareholders. Since Sixth Street is limited to a 9.99% stake, they cannot unilaterally force the deal through. Financing and Execution Risk: The proposal contemplates financing the acquisition with approximately $1.5 billion of new debt. While Goldman Sachs has provided a financing commitment letter, execution and market financing risks still exist until the deal is fully finalized.