"PTN is next if I am right."
Hi MLC, don't follow PTN, but when I last looked, it had a much riskier profile than LLP. Any thoughts appreciated...
On LLP, happy to hold for another 1 cent - minimum return of 10% pa assuming the deal doesn't fall over, and potential for better offer. However, if the market takes a tumble (I'm expecting a pull back), then will be tempted to use LLP to get cash to invest.