Mmmmmm,
SFR market cap = $974m
less OZL 20% stake = $779m
plus 30% on market t/o premium = $1.013B
vs
North Parkes for between $500 and $800m (I have seen multiple values published).
NP at $500m is a lay down misere compared to SFR.
NP at $800m is, IMO, line ball with SFR
I do not think OZL will move on SFR
HT1