consolidation of io sector, page-9

yep that's what got me thinking, plus westcott's observation that both BRM and UMC had gone mum lately

what else can we do but speculate at the moment? no news to mull over nor price action

but the more I think about it - it could be excellent fit for both companies, it derisks BRM (now BRM holders may think otherwise, but the market obviously sees substantial risk in its ore in the current environment) and brings cash and significant tonnage to the table....a blended product could be awesome.

I hope egos are put aside and any opportunities like this are seriously considered. Only the strong will survive but a combined entity could be stronger than the sum of its parts.