Ann: Casa Systems and NetComm Recommended Transaction, page-32

At today’s share price, Superficially the offer looks Not too unreasonable. BUT for a company that has spent the large majority of the last 4 years well in access of the takeover offer price (until very recently), has a strong balance sheet and was only 6 months ago touting 2020 as the year of a considerable step change in growth....... it stinks a bit....something seems off. Really makes me wonder what the board knows that we don’t. No doubt any correction in share price after the over reaction/selling post  yearly reports has been held down in preparation for this bid. If this things goes at 1.10 ....whatever I’m over it anyway. With the info currently available it does seem a bit of a bum deal to me