Colony Capital Inc. is worth more than $11 a share on a sum-of-the-parts basis, according to an analysis by CorpGov Editor-in-Chief John Jannarone. In an interview with Jake Merl on Real Vision, Jannarone explains that Colony is a misunderstood collection of diverse assets that would be far more valuable broken into pieces or sold outright. He also cites a source close to activist Blackwells Capital who said the investment firm is prepared to nominate a slate of directors in November if the company doesn’t show significant progress. The full analysis is available here.
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