I've every respect for Grumpy, Heaton, etc.
But their most well thought out conclusion might be totally incorrect and they'd happily admit that.
The Dell boys have accountants & & solicitors who are at the very top of their game.
I believe they've negotiated a takeover and all the speculative spread sheets in the world won't change my views.
There's a fanatical campaign to try to convince people that 4 billionaires have flown back and forth from the States, registered a UK company, done due diligence, spend a million on solicitors, etc just to lend Donald some money.
FFS man, its absolutely beyond stupidity