RCF has now taken to MSM to beat on TMT SH, page-156

Good morning Handy and that’s almost a ‘touché’
…. but no banana.
As per public record, I was intrigued when Graham Arvidson left Primero to become CEO at AVL ( due to his reputation in the sector) and after a while I bought a few shares there.
When RCF followed with those enormous on market purchases I started to look more closely. Basically -up to Graham joining AVL - I had accepted that the long-standing HC ‘war’ between TMT and AVL posters had substance in regards TMT having the superior ground, and that (thanks to trusting RCF research backed up by long-standing authoritative posters) I had chosen the ‘winning’ side.
- But then I wondered if there was more to the story.

So I am able to change my mind.

Right now am not committed to a ‘yes’ vote however I am very curious about what we’ll be shown on paper about AVL and also curious about the ‘people’ influences that don’t ever get on paper and which affect prices and potential.

I also don’t want to be a member of any ‘hijack group’ who pursue a no vote against any so-far-unrevealed logic purely for the purpose of running a numbers game to get more AVL shares.

If I believe there IS logic to this merger then I don’t need more shares than the 58%/42% ratio which the BODs deemed acceptable because I’ll be hoping the deal as it is will garner me useful gains.

Cheers