SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (49773)10/15/2012 5:12:45 PM
From: MCsweet  Read Replies (1) | Respond to of 78744
 
Aberdden (AAB.TO AABVF),

I am happy about the merger cancellation, but not happy about Sulliden price lagging. I think the NAV should still be up nicely from last Q, but not like the gangbusters it was before.

There is a ton of value there, but I wonder how much rebound we will get now that most investors don't trust management. Hopefully we will get a rebound after the merger arb people sell out, assuming any are left.

It is more of hold for me here. The question is can we somehow realize the value before it potentially melts away. If only we could be liquidated near NAV.

MC