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Strategies & Market Trends : Value Investing
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To: MCsweet who wrote (49331)9/7/2012 1:24:34 PM
From: Madharry1 Recommendation  Read Replies (1) of 78702
 
AAB its not the principal , its the reality that the stock would be up 20% now, had there been no merger announced. this merger is dragging the price down. it would be a different matter if they proposed a merger with a company that was sitting with all cash to invest but is not. its got rare earth inventory stashed in far east countries and they have not indicated how long it would take to become liquid or even what their intentions are. I have no desire to sit with a warehouse of dust gathering rare earth inventory while giving up 50% of my depressed equity investments in exchange for the illusion of liquidity. so i hope you and vote against the merger if it comes to that. as far as the break up fee goes. i suspect that if anyone sued them for that they would have a pretty good case because they never got any fairness opinion letters under the argument that they were affiliated companies. If they had any integrity at all they would have announced to the dacha shareholder that they intend to get our of the rare earths business and invest the proceeds in the same way they do with aberdeen. then they could have come to aberdeen shareholders and proposed a merger. Doing it this way raises all sorts of suspicions in me. and their argument for more liquidity I am going to dismiss until they can show me a high degree of liquidity prior to the merger vote. In these matters I am a show me the money kind of money
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