I think that One Vue share price has been driven down by the large placement and SPP late last year. One holder PPT looks like they are selling off and have been doing so for a long time.
I think that DVA is a better more secure valuation right now but OVH has $21 million cash and a very fast growing business. I think the two together are a better business but do agree that it could have been better for shareholders in DVA. Personally I think its 10% off in a merger but maybe the opportunity is better than being on our own?
I would be surprised if EQT don't look at it, they were reported to have looked at it before. Its add on to them - now a cash deal vs a merger - lol its a takeover. Do I think that OVH in a few years could be what we needed to unlock value?
In the absence of a better offer I would take it. So I guess thats where we all are - any opposing views?
My reasoning is simple I wanted this stock to give me a EQT in the making but a much more flexible type of operation and these drop cash once they get over the high overheads. So it was for its ultimate income. Is OVH the same , can I trust them ...?
Would love some thoughts.
DVA Price at posting:
74.0¢ Sentiment: None Disclosure: Held
