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2,902 Posts.
61
31/01/18
17:07
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I don't think CERCG will bother any more
MIN could muddy the waters modifying their scrip formula producing a higher effective bid price but do we want MIN shares with all their volatility?
Mitsui has a lot of experience in Australia and is a partner in other AWE projects
I would prefer Mitsui - BPT would probably also
Cash would be best - $1.10 would win the prize
I doubt that BPT will bid - if they did it would be scrip
They do have a record of acquisitions but they have a lot to deal with already
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