Ann: Revised Proposal for Anglo American plc, page-41

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lifeinsanelane

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16/05/24

10:54

Post #: 73852612
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Originally posted by Sabbath: ↑

There is a more cost effective way for BHP shareholders with the Anglo play.

Let Anglo pay for the costs of the non-performing assets via demergers, rather than BHP paying for them in a full takeover. Then pick off what you want even if you have to pay a premium the result would likley be better for BHP holders.

Anglo will canabilise itself by trying to fend off BHP. I suspect that is what BHP is trying to force, drop the bid once Anglo commits to the demergers, and Anglo is at a point of no-return!

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Yep, the BHP offer has made Anglo reactive with their expectations and now proactive with their realities.

With their offer, BHP's cost of due diligence has paid for free advice/realisation for an unorganised Anglo?

Makes you wonder if Anglo were playing the game all along @ limited costs to them?

Anyways BHP may get some kick backs down the track for the services provided?

BHP Price at posting: $44.53 Sentiment: Hold Disclosure: Held
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Ann: Revised Proposal for Anglo American plc, page-41

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Ann: Revised Proposal for Anglo American plc, page-41

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