I have a few theories we can all muse over-
Now SFR seems like a lost cause (price wise and the Korean factor)
Would it not be prudent to sell out and take the big profit made on our initial raid and put the funds towards the RXM purchase.
Also maybe the very action of OZL dumping SFR would see the SFR share price fall of a cliff and then we could reconsider a much cheaper tilt at them.
Lets face it SFR is way overpriced and needs a rerating.
Or do we hold on to SFR and wait for the dividends they are promising shareholders but risk that rerating.
If we were to make a serious overture towards RXM, i could see the analysts finally stopping the continuous bagging of OZL and be satisfied that we had fnally "DONE" something with the M&A funds available.
Everyone seems to be talking about the predator taking a hit after a TO but surely the very reason we are getting belted (inaction) would go away and our shareprice would be able to move with true market influences at play.
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