There was an article in yesterday's AFR that compared the 2 very different paths that OZL and EQN are travelling.
While no conclusion was reached, the article made some comments.
1. Most CEO's in their quieter moments will agree that very few m&a's add value to the acquirer.
2.The EQN debt (if it gets Lundin) is very big
3. Time will tell which company is on the right path.
HT1
why is ozl falling, page-34
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