That's been my view for a while. Either WGR take them over OR offload them. The 19.75% is a tidy little number just under the 20% threshold. I've really thought SLR and AAG would be a very good fit for a while, although how WGR would realise maximum potential (in cash) for their holding under that scenario I'm not quite sure.
With the gold price relatively robust I'm expecting producing juniors to make a play for the better ground using their scrip. I think AAG has some of the better ground going around.
Just hope the share price gets a chance to trade closer to peer valuations before anything happens.
JT
AAG Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held