AZS 0.00% $3.69 azure minerals limited

Satellite images from TA2, page-29

  1. 30,340 Posts.
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    . It’s a shame that azure have been taken out so early, the potential upside will be in private hands.

    This is yet to be settled. At the least the LT holders will get a market value at the relevant time of any takeover.

    Why would LT holders be forced to sell if there isn't a takeover? And there isn't a takeover because of the blocking of combined SQM, Gina and Ellison. It's a fascinating situation because SQM will reject a higher offer because they want the off take, and so do Gina and Ellison.

    So Creasy decides the next move and he is bound by the FIRB likely angle. Despite the Chinese wife he can't go against that.

    What are the big players like the energy companies doing here? There's radio silence since the rumours they'd arrived in Perth.
 
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