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JOHN TULD: And Mr. Sullivan that challenge is?

PETER SULLIVAN: We have to hold these assets on our books longer than we might ideally like to.

JOHN TULD: Yes.

JOHN: So. Now that we know the music has stopped. What do we do about it?

JARED: Sell it all. Today.

JOHN: Is that even possible, Sam?

SAM: Yes. But at what cost?