Hi Perzas
I see you are following SLR intently , and mention you were going to pen something further soon .
Not sure whether you specifically mean as regards the merger and /or SLR and DRM individually , and/or the price of gold in $A terms .
One of the " immediate" elements ( ie pre the merger vote meeting 22nd March ) which will drive the share price of both companies , is any fresh information on exploration drilling and /or production and reserve/resources updated .
Reading and digesting the 31st Dec Quarterlies for both companies , further updates are very possible in this pre -meeting period ...and if you were Directors on the respective Boards who BOTH SUPPORT the merger , you would want shareholders to be fully aware of all the current positives ...and I am sure that's a view that ASIC would want as well!
So perhaps a mention of this aspect , is relevant as part of the bigger picture .
Also , the news of the possible merger/takeover of Barrick and Newmont now circulating , will underline the trend of "getting bigger to get stronger ", ON YOUR TERMS , or staying smaller and getting swallowed up anyway !!
Just thoughts
Cheers
