Hey furniture (assuming you got my message over at LYC),I'm...

Hey furniture (assuming you got my message over at LYC),

I'm curious for your opinion here. At this price and according to some research reports I have read (not that I put much faith in them), do you think AWC is attractive fro ma merger/takeover point of view.

On one hand a high AUD would make it unattractive but on the other, a reasonable AUD, say just below parity coupled with this ridiculous and sustained sell-down makes this plausible in my view.

Then again on the other hand still given they are JV partners is a merger/takeover pointless?