re: Ann: Campbell Bros. Intends Making Offer ... Campbell's are serial acquirers and seem to bed them down well. Looks like a good fit and the PSI technology won't be wasted on them.
However - this sounds rather opportunistic. Taking advantage of market conditions - especially fear and uncertainty around the implementation of the mining super tax.
Being seriously overweight this one I have offloaded one third into the market and will be sitting tight from now on.
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