@techzilla , @airconditioner is right. In the short term there...

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09/04/16

10:17

Post #: 17462219
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Originally posted by airconditioner ↑

@techzilla if you are researching this because you are thinking that GXY and GMM will merge in the near future then I think there is quite a lot more info and history that backs up the continuation of things just as they are - a JV - not merged companies.

Read through some of the recent research on the GMM Charts thread from a few nights ago. In particular this one - http://hotcopper.com.au/threads/gmm...get_post=true&direction=previous#.Vwe4qxN97UI

There is a very strong case that there is a Strategic Alliance between the companies that has persisted for a long while now (read some of that thread prior to that post).
This indicates a level of historic co-operation and co-investment that seems a very strong case that this alliance can continue without any formalising of it in a take-over or merge.

Even @Thesimmos who was a strong proponent of that (if I may be so bold T') seems to now agree that this is less likely. ( or to paraphrase her "not quite yet").

GMM may indeed have the opportunity to be the first in line to buy into SDV. How that happens, when and if - are all up in the air - as is all this conjecture.

But... there is quite a lot of evidence and common history to suggest that GMM will remain independent and that the 2 companies can thrive within a JV.
Hope this helps.

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@techzilla , @airconditioner is right. In the short term there is no reason to merge. It is advantageous to the alliance to continue with 2 heads being better than one. I would need to see a really good reason before I could confidently say it is going to happen in the short to medium term.

The common history between the two companies does support the JV in Sal De Vida.

GMM Price at posting: 57.5¢ Sentiment: Buy Disclosure: Held
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@techzilla , @airconditioner is right. In the short term there...

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