Daniel Foch
speaker
1,195 appearances
3 recordings
1 series
first heard May 2026
last heard 8 Jun
Daniel Foch’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
The Canadian Investor · Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble · 2 May 2026
podcast
They're generating free cash flow, but again, free cash flow has been pretty bumpy.
So you saw a nice run up up till now.
the peak of the pandemic.
And ever since the business has been struggling a little bit, I mean, it's still profitable.
But I think when you look at it from the market, it's to me, it's pretty obvious that it's just look, there might be some benefits, but in the short term, it's heavily dilutive for shareholders.
And we don't know exactly when the new entity will benefit from that.
Or when it will actually offset the dilution is probably a better way to put it.
Right.
Yeah, I mean, usually too, and what we had talked about is oftentimes you'll see some arbitrage opportunities, especially if the market is saying, okay, well, we're not sure if this deal is going to go through or not.
So whether it's financing requirements or whether it's regulatory approval, that the market is not 100% sure whether it will go through or not.
But in this case, from what I've seen, it seems like both should be fine.
It sounds like they have financing to...
close the deal.
And from regulatory perspective, you know that better than I do.
But from what I saw, it shouldn't be too much of an issue.
Yeah.
Yes and no.
I mean, you can look at past if you think of boom and bust industries, whether it's oil and gas or even gold or precious metals.
I think a lot of the time you'll actually see a lot of M&A happen when there's a bit of a bull market.
So you have some larger entities buying up some smaller ones.
Showing 861–880 of 1,195 · page 44 of 60
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