connectivity © Nikita Gonin
© Nikita Gonin

All eyes are on the Panalpina (PAN) extraordinary general meeting taking place in Basel next Friday – some background here, here and here.  But with nothing substantial coming through lately from my sources, I have developed my own theory about what could be next for the Swiss 3PL and its possible partner Agility (AGY), trying to make sense of the latest events amid a slew of conversations with my senior contacts since early January.

Mind you: we are in purely speculative territory ...

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