Share
1,506 Posts.
lightbulb Created with Sketch. 640
clock Created with Sketch. 18/05/25
08:45
Share
Originally posted by DaisyA:
↑
My "What do we Know" thread generated a lot of interest and discussion, as intended. From the responses and discussions I have been using this to test my own theory to find something else that fits the facts of what we know better, or at least equally. Nothing could I find except one important amendment to the theory. I stick by everything I said in that post but can now add a different Conclusion. My Initial Conclusion, which may still hold of course, is that LTR is in play and a take over offer is coming this week, probably Monday, or at least a Trading Halt from LTR. The weakness in this Conclusion, which always troubled me, is that it meant that the predator had to deal with Gina's near blocking stake or do a deal with her. I surmised that perhaps she wants out for various reasons (such as wanting to concentrate on rare earths instead) and has privately indicated that for the right price she would sell. There is a lot of uncertainty in that theory and it troubled me even though it fitted the facts. The other problem is that if they do a deal with Gina then it invites other parties to make a superior offer now that they see Gina is happy to depart. Good for us but more uncertainty for the predator.
Expand
Hi @DaisyA ,
(20min delay)