Gday @goldfinger, had a bit of a deep dive into Delphi / Deutsche Balaton, both are investment Companies and with interests in quite a few ASX listed Companies and H Plaggermars from Delphi is on the board in a number of them. It would be interesting what triggered these possible merger talks (Uranium???) although I bet there has been some informal talks for a while now, I was thinking the same sort of numbers as yourself in respect to consolidation, I cant see anything but positives if a merge with KIN was to eventuate
Cheers
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