Yep - never said takeover did not make strategic sense. It does....

Yep - never said takeover did not make strategic sense. It does. My question related to timing - which is inextricably linked to price. That is, if Z takeover, then it must be at a price that is attractive in nominal and real terms. To do this, price (nominal) needs to remain reasonably supressed to attract a price based on value potential (real). So November/December, would be fantastic - just that nothing done by NKP pre or post Z has been fast.

Again - would love to be , no i would LUST to be, wrong - as i want no further long term relationship with NKP. But like man said to street worker, depends on price!