Did you notice how every CEO agreed that consolidation of the mid-tier coys was inevitable...but that they were different and were pursuing a different strategy for the time being.
A bit like a spinster claiming that she was not the marrying kind just so she wouldn't be embarrassed if no one asked her!
You can't tell me that this wasn't a hot topic in the hype at D&D and with a few frothy beers flowing.
And the gold rat-pack are now using commercial babble-talk like "synergies" and "cultural mixes"...not to mention cliques like "big and broke".
I wonder who might just be the companies that are synergistic and a cultural mix...apart from Dorio and whoever (Avoca or Ramelius)?
SLR Price at posting:
72.0¢ Sentiment: LT Buy Disclosure: Held