Cheers - another quality post
My thoughts on this is simple and taking things on face value
MNK is at a point of reviewing their strategic directions, so looking at MSB and with the recent announcement, the compounding confirmation must add +ve weight to the due dilligence...
So for MNK it is either innovate or die (like Kodak, Nokia)
Innovate, if you can't do it yourself look for partners and MSB fits the bill
Look no further than Fuji - look how they converted from a film company to what they are now.
That was a full strategic review, with plans and actions (partnerships & acquisitions)
So MSB makes sense
Make it so MNK!
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