DYL 4.33% $1.21 deep yellow limited

We will win because it’s complicated, page-14

  1. 3,596 Posts.
    lightbulb Created with Sketch. 578
    perhaps a merger - but I can’t see it

    John Borshoff and his team turned Langer Heinrich a tier 3 asset into a tier 1 asset without any u-pgrade - so the way it looks to me is that MEY need DYL more than DYL needs MEY

    listen from 13:30 to 14:20 which confirms they don’t need MEY

    I expect much to be revealed in the next 15 months - a window identified by John Borshoff himself ... 28:36 to around 29:40 .... I take it as a window in which he will act and grow DYL with strategic mergers and acquisitions ... have another listen

    Last edited by 92electrons: 09/09/19
 
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