Not a perfect fit for Harmony Gold but a fit nevertheless. We could expect some increased activity just on speculation, market loves that. Its one of the few benifits in having the current register makeup. Our largish holder does need a significanmt improvement in MC to square up, this probably points more to looking to the medium term organic progress, sit tight etc. However as we know where theres smoke, copper assets are prime and Aeris has them both from opporationally and prospectivly. Personally I would find it hard to see Sol giving anything away after doing the hard yards supporting this, but everthing has a price. Either way it points to an improved SP IMO.
Cheers Phil.
AIS Price at posting:
17.0¢ Sentiment: Buy Disclosure: Held
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