Appreciate your opinions Exised and thanks for sharing your views.
I am sure OBM shareholders want to ride that growth story for as long as possible and have utmost faith in Luke … the problem though is that Hawkes Point own around 34% and will sell at some point.
I think GMD / OBM would be a good fit for mutually beneficial commercial and cultural reasons
I don’t expect you to agree with me because you are probably overcome with the recent rise in OBM … but track our progress and watch what happens over the next 12 /18 months
Leaving OBM to one side … do you agree with me that GMD needs an acquisition to show growth and better production profile?
I intend to compare the relative share performances on a quarterly basis from this point forward and happy to keep you informed … and you can have the opportunity then to reflect on whether it may have been the right move to merge at this time, or not.
GMD short term feel like they may consolidate back to around $2.30 imho … before moving nicely forward another step
OBM are just looking like they are going much higher to me
price rise feels like corporate manoeuvres by someone
(20min delay)