But if the top 20 has strengthened substantially, the price will have to be right before they will sell.
If they appreciate what the true value of the assets are, they are not going to let it go cheap.
The company is now in a much stronger position to fend off any unwanted takeover than it was, say 2 years ago. At that time the register was so wide, it was very vulnerable and now not so much.
something brewing, page-12
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