Hi flotsam. Interesting take you propose about a takeover offer. One that I hadnt considered
I was one to think a CR was on the cards. But there has been no pull back in price that normally accompanies this theory.
I can only see a sustained rerate occurring at the moment with no real signs of slowing. I keep pondering where we may stop. I can only see a $2-3B MC at this stage of progress.
With a US roadshow presentation things are only ramping up. Especially with customers that truely value tech.
Any takeover offer might have to be anoffer of $3-5B or equal to $18-$30 per share? A significant premium i would say needs to be built in at this late stage of development.
Im just throwing my thoughts out there. Others with more experience may have differing views
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