What's positive is that GXY can potentially solve all their problems - from finance, through operational cost performance to customers...as long as they can take it over for scrip and at a low price. GXY benefits by roughly doubling their Oz spod reserves and production, with a very high quality (but expensive) operator. As I recall the Alinta chemical/geology profile is very close to MtC's so they can potentially share customers. Size matters right now, getting bigger fast would be a strategic advantage in negotiation and market perception - hence SP.
GXY Price at posting:
$1.14 Sentiment: Buy Disclosure: Held