PAN panoramic resources limited

What will IGO do re the MCR takeoever bid?, page-6

  1. 11,291 Posts.
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    Looks like market thinking PAN is next

    and IGO looks the obvious suitor with 21% of PAN already
    If AF went for MCR after holding 20% of MCR then IGO could do the same thing here.
    IGO is now making around $800Mpa FCF & could swallow 3 x PANs in the next 12 months imho

    BHP has dropped the ball & wasted its cash & time on OZL with its monopoly of NI market wearing thin.

    Like MCR, PAN is dirt cheap and SP dropped away from highs

    PAN will RUN.
 
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