It gave me an opportunity to get in at a good price, but your statement is not correct.
There are no shortage of alternative opportunities. This isn’t the only game in town, I’m looking for an exit opportunity and will be happy for any rerate that reflects fair value.
As I posted before $800m would be 5 times today’s prices. That would a good outcome. They don’t have to sell out just get a deal that gives a lift to the Level.
Long termers can stay. And others can go. A deal that can convinc the market that NEU has the goods. Would work well for all.
As with all bios time is their biggest enemy? So a cash deal that could fast track NNZ2591 is a good thing. Dribbling along for years doesn’t create wealth.
NEU Price at posting:
$1.34 Sentiment: Buy Disclosure: Held
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