consolidation of io sector, page-15

analyst,

i agree, it does sound like fantasy...but it provides for healthy discussion, and thats better than the tone on here this last week.

it's interesting to consider M&A among the juniors.
i guess we all just assume it would be the majors snapping up juniors.
there's prob more value in a few of the juniors getting together to challenge the big boys.

as westcott posted, BRM-UMC sounds like a very formidable asset base.
add to the that the $130m in cash and this hypothetical entity should come flying out the end of this downturn.

interesting times ahead re the corporate deals.

ps - westcott, u seem to know alot about BRM. are u a holder? wats their term to production?