That $6bn TenderBook..., page-137

Thanks for saying hello Simon.
Yes to AGM address
And in regards this week’s nail-biting action it will be interesting to see which way the financial world rocks tonight/tomorrow.
Wednesday will be interesting too....the day we go x dividend.
If the price drops substantially from here it will be very hard for me to resist selling everything else to acquire more NRW shares.

As I feel this strongly and see myself as a marker of ‘the average’ the import is that I am definitely not the only one who will be looking to take advantage of price weakness .
Beyond regular ‘punters’ this almost certainly extends to institutional buyers particularly OS ones.
And even more pertinently those other companies on the M&A trail.
(The limited research I was recently sharing probably doesn’t even begin to scrape the surface of the numbers of companies who are all looking into each other’s business right now.)

Anyway as of today we have ‘lost” around 34c from the year high that was so artfully plotted into the charts last week and this signal now seems even more artful given what has transpired....

Overall we are still looking healthy compared to peers over the last month .
But so much in the last five days .
Cheers