rvg floating update (afr), page-4

I don't think RVG is anywhere near hitting a wall. Also MET will be easy to value on a sell down. TME sold for about 5% off the immediately preceding market cap. MET is a property based stock that is easy to understand. I think it'll go for NTA - the super funds will be all over it, as it is a perfect super fund asset.

"RVG may hit a wall". That is idiotic. No wonder the source doesn't want to be named.

I think it is far more likely the super funds would buy out FKP's retirement assets at NTA approx, and merge it with RVG. Stockland will not be in a position to compete. The super funds can sort out RVG's "problem" any time they want to.

I think there is an attempt at creating the impression that a white knight is needed. I doubt anybody influential is that stupid that they will believe it.