umc quiet thx flying , page-10

Lex

Personally I think anything less than $5 would be a joke.

But you never know, maybe fork north doesn't have the goods.

6-7 weeks with not even a comment. These guys reported visuals a month or two ago.

I still take the view twiggy needs to take a punt on having a crack at UMC on the basis of the off chance that e47/2029 comes through.

Therefore I believe a JV would be far better of for twiggy than a play by takeoever. I think they would also be very generous in any terms to seal the deal.