Possible scenario
Strategic Capital Enters
20% Chance
The Chapter 11 case becomes a vehicle for bringing in a new strategic or infrastructure-capital partner. This outcome is plausible because a deleveraged passenger-rail asset with operating Florida service may still attract long-duration capital.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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