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Steve's avatar

I am totally onboard with this idea that the RW’s competitive window is opening and at some point the RW should leverage future assets to maximize their opportunity set.

But, I can’t say I understand why there is such a strong belief that there needs to be urgency around this deadline or the next year for that matter.

Correct me if you think I am wrong, but two years from now we should be seeing real benefits from the maturation of Ed, Kasper, Finnie, ASP, MBN etc. We’re already really good getting below replacement value performance from all of the above except Ed. And what do we lose in the next two years? Kane. Maybe Gibson and Copp?

At minimum should we be positioning ourselves in case Quinn Hughes becomes available again this summer?

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