M&A in lithium space?, page-7

First 7 Last

Share
Profile

Follow
Thesi

8,746 Posts.

2629

09/04/16

10:17

Post #: 17462219
Share

Originally posted by airconditioner ↑

@techzilla if you are researching this because you are thinking that GXY and GMM will merge in the near future then I think there is quite a lot more info and history that backs up the continuation of things just as they are - a JV - not merged companies.

Read through some of the recent research on the GMM Charts thread from a few nights ago. In particular this one - http://hotcopper.com.au/threads/gmm...get_post=true&direction=previous#.Vwe4qxN97UI

There is a very strong case that there is a Strategic Alliance between the companies that has persisted for a long while now (read some of that thread prior to that post).
This indicates a level of historic co-operation and co-investment that seems a very strong case that this alliance can continue without any formalising of it in a take-over or merge.

Even @Thesimmos who was a strong proponent of that (if I may be so bold T') seems to now agree that this is less likely. ( or to paraphrase her "not quite yet").

GMM may indeed have the opportunity to be the first in line to buy into SDV. How that happens, when and if - are all up in the air - as is all this conjecture.

But... there is quite a lot of evidence and common history to suggest that GMM will remain independent and that the 2 companies can thrive within a JV.
Hope this helps.

Expand

@techzilla , @airconditioner is right. In the short term there is no reason to merge. It is advantageous to the alliance to continue with 2 heads being better than one. I would need to see a really good reason before I could confidently say it is going to happen in the short to medium term.

The common history between the two companies does support the JV in Sal De Vida.

GMM Price at posting: 57.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

OSL

OncoSil wraps up recruitment for key pancreatic cancer trial

Week 27 Wrap: 40% China tariffs?; ASX +10% FY25; US Amazon price spike

AII

Inside the Depths of Panasqueira: A Legacy Carved in Rock

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

NMG

New Murchison Gold blasts off at Crown Prince as 'better than expected' results return

Trump chides Powell as Goldman call for calm. The RBA must be nervous

THL

Tourism Holdings says Liberation Day tariffs smashed US RV demand

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

KGD

Kula picks up unexplored niobium play in Malawi, with surface samples logged

DMP

Is Domino's a steal after -25% plunge?

First 7 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

M&A in lithium space?, page-7

Top Stories

OncoSil wraps up recruitment for key pancreatic cancer trial

Week 27 Wrap: 40% China tariffs?; ASX +10% FY25; US Amazon price spike

Inside the Depths of Panasqueira: A Legacy Carved in Rock

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

New Murchison Gold blasts off at Crown Prince as 'better than expected' results return

Trump chides Powell as Goldman call for calm. The RBA must be nervous

Tourism Holdings says Liberation Day tariffs smashed US RV demand

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Kula picks up unexplored niobium play in Malawi, with surface samples logged

Is Domino's a steal after -25% plunge?

Featured News