I agree that we should look for companies to takeover with our fat stacks of cash, but disagree with CXO and PMT. These 2 companies are already fairly well progressed and expensive.
We should be looking for companies where our experienced team and good management can add a lot of value. I'm thinking spod juniors with no rampup experience where PLS can really guide their development.
A good candidate would be GL1 but there are many more bargains out there.
And for disclosure I do hold GL1 as well as PLS.
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