MEO 0.00% 0.0¢ meo australia limited

casual observer - relative value meo/mog

  1. 891 Posts.
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    It seems to me MEO is going to end up with a 15-20% free carried interest in Artemis, and a sizable amount of cash..say approx $40m and a few grand plans but nothing else. Market cap still $155 million. Hate to think what it got to.

    I am not sure what else Moby have, but they have a 15% free carried interest and are capped at $19m.

    I wouldn't be blaming management or anyone else. MEO just got way over-hyped.

    I don't own shares in either.
 
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