Not claiming to have greater experience than you, O, but IMO if a t/o was being contemplated - we would already be subject to one? Agree that if they had added significantly to resources, we would be sitting ducks.
I think right now, it all depends on POS. If it increases significantly AND the consensus is that POS/POG will stay elevated for longer this time, we will likely be snapped up.
But then again, we are talking about resource shares - all things are possible.
IVR Price at posting:
4.9¢ Sentiment: Hold Disclosure: Held
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