Originally Posted by
dburns
Thanks for sharing your perspective. It's helpful to know as I think I can now safely rule out any group 4 to group 1 change for KE this year.
Before you read too much into what I said, we also didn't get a heads up on when DL/KE announced the intentions to get a JV....a big announcement could come tomorrow or in 2018 or anytime in between.
I think back to VS, and there was nothing, then all of a sudden major movement, then more stuff that trickles through after the JV is in place.