Some good analysis from David...

Some good analysis from David Symons:

http://www.smh.com.au/business/banks-to-face-tougher-times-warns-deutsche-20100413-s7sg.html

As has been alluded to earlier, the amendments to the transaction "do not sufficiently address these concerns as the risks incurred with ownership of WesTrac will impact Seven Group Holdings' value long after 30 June, 2011".

Good to see RiskMetrics is still advising a NO vote. However, I think the odds that the deal will be rejected are minuscule.

Still can't quite understand that ACE's recent profit guarantee swayed Ausbil and Perennial to vote yes on the merger.