Some might remember what Gareth Evans said to Bob Hawke before he lost being PM to Keating - 'Pull out digger the dogs are p!ssing on your swag. I wonder who was p!ssing on BL's swag. One things for sure it's game on now (NOT game over). For every action there is a equal and opposite reaction. How big a reaction and the effect of that - well that's the thing. We've seen some reaction already with the SP. Now, look at FSG, they also lost their CEO and SP is down (only about 5% though). Other reactions I'll be looking out for are --
--- reactions of key personnel & I'm looking at the two Guys. Any significant pivot from them will be a sign that there is much more to this than what's been revealed.
-- the posture of PLL. PLL claim to have 'significant influence' over SYA. Well, they own less than 20% of the stock, they don't have a director on the board - so if they are a p!ssing dog, there will be more to come from that camp, that's for sure. They have a lot at stake. Their M&A specialist and risk manager will be working overtime now I'd say.
-- the second new director to come on board and what their CV contains.
-- who is going to sign the goods received note when the Moon finally arrives. In that regard I'm hoping it avoids the north coast of Africa.
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