Ann: 2020 AGM - Chair and Managing Director Addresses, page-9

N, JPM has 1 point of view, Morning Star has another that is totally opposed. It values LNK at $7.70 - $ 1.88 per share for PEXA, and $5.82 per share for the rest of the LNK business. It also argues the point that this is based on a minority shareholder basis. If the consortium want to take over LNK, they should be paying a premium.
A massive discrepancy between the 2 views.I'd like to see LNK tell them to f/o, and list PEXA. That's the jewell in the crown going forward. Going forward, I've got no doubt LNK will get the rest of their house in order given time. Fund managers don't have a dip at quality businesses like LNK, unless they think there is massive upside. This is an opportunistic play, to pick up a great asset, at a bargain basement price. .Plenty to look forward to.
GLTA