with a large tranche of stock thru last week and a big line thru today that must be the finish of ANZ related holding.
Sp currently trading under net asset backing with the value of our Vicpet holding now worth about $10m and rising as interest in the CSM sector really hots up.
Should start to see some sp appreciation now that overhang is gone and buyers return imo. Obviously someone thought it a bargain to take those big parcels off ANZ.
Recent BRR interview mentioned the possibility of ODN and BUL entering an alternative bid for GOG
have to wait and see
seems to be a lot of support for consolidation in the Cooper Basin
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- opes prime overhang looks to be cleared now
with a large tranche of stock thru last week and a big line thru...
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