Iam not sure it is worse, but agree not world shakingly better, at most a few rattling jars worth. Seems to be yielding to MIN in someway, without paying appropriately, whihc I dont like.
Option of selling on market at a greater price than TELA bid, if you no longer want an exposure to ESS lithium. If you hold, ESS lithium would make up a greater proportion of DVP portfolio than TLEA. So that is a plus, if you are a true believer in ESS underated ground.
If the DVP acquistion is successful, ex-ESS shareholders that rollover will be the greatest block of shareholders on DVP (Even excluding MIN), they won't let MIN get anything cheap, neither will the current non-MIN shareholders in DVP. I do see DVP and MIN working together on processing, Kal battery hub etc. I guess if does go at this price, DVP snares an absolute bargain implying DVP shareprice will lift, which is OK again for those that rollover.
I hope DVP doesnt get ESS.... at least easily. Like you, fingers crossed another entity pops up with +10%, one day. IGO should, it does make absolute sense for them.
Expand
