I agree that there could be lots of benefits by merging MGT and HIO - size, scale, knowledge sharing re processes and potential customers.
However, the positive of both companies remaining separate is that I think it gives the Myponie Point Port greater chance of success if Flinders Port has more than one customer wanting to export from a new port. If they merged I think is would need the backing of deep pockets to get a start up of 20Mtpa to support a new port.
HIO Price at posting:
3.9¢ Sentiment: Buy Disclosure: Held
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