MET - Metlifecare - one for the fundies?

[dabsman]

I've been saying this for over a year. Amazing and as they say even a broken watch is right twice a day haha. NTA was so far from share price someone with big pockets will have noticed and they did finally act.

[Beagle]

Hmmmm
Last historical reported NTA was $6.96.
Wonder who the credible party is ?
Doubt the board would be engaging if they weren't highly credible.

Let play a guessing game.
OCA - Unlikely, too small, market cap $609m and they have a very fulsome development program.
ARV - Highly unlikely, already have enough debt from their recent acquisition of various villages
RYM - Have been on record many times before saying they're not acquisitive and they do things the Ryman way and don't want a clash of cultures...BUT they are trading at about 3.5 times book value and surely have noticed MET are trading well below book value. They also, quite clearly have the financial wherewithal to do a deal and there would be substantial synergies.
SUM - Julian Cook's investment banking background might come to the fore here. I also think they have the grunt to do a deal, perhaps a scrip based offer of 1:1 and there would be substantial synergies.

Who else ?
Could they take it over at less than NTA ? I doubt it .

[bull....]

below what they want and highly conditional and no offer price. sounds pretty opportunistic

[trader_jackson]

Hmmmm
Last historical reported NTA was $6.96.
Wonder who the credible party is ?
Doubt the board would be engaging if they weren't highly credible.

Let play a guessing game.
OCA - Unlikely, too small, market cap $609m and they have a very fulsome development program.
ARV - Highly unlikely, already have enough debt from their recent acquisition of various villages
RYM - Have been on record many times before saying they're not acquisitive and they do things the Ryman way and don't want a clash of cultures...BUT they are trading at about 3.5 times book value and surely have noticed MET are trading well below book value. They also, quite clearly have the financial wherewithal to do a deal and there would be substantial synergies.
SUM - Julian Cook's investment banking background might come to the fore here. I also think they have the grunt to do a deal, perhaps a scrip based offer of 1:1 and there would be substantial synergies.

Who else ?
Could they take it over at less than NTA ? I doubt it .

What was Aveo taken over at (relative to NTA)?

I hope this is one acquisition ARV is NOT doing.

[bull....]

What was Aveo taken over at (relative to NTA)?

I hope this is one acquisition ARV is NOT doing.

aveo was taken over well under NTA

[King1212]

AOG is damaged to to the ground...its brand.. management..poorly managed...and corrupted Malaysia company which their main holder

[winner69]

Whoever was looking at Retire Australia (Infratil) had a look around and found something better

Just speculation

[Beagle]

Okay I am going to call it, I think its Summerset. I know FCNZ, (Jarden now) tried to fly that kite a while back and talked up all the synergies.
Julian Cook is a very motivated man and a very smart guy and definitely has the right investment banking background to pull this off.

[winner69]

Good timing re Bring up Couts theorem and Winner Analytics Limited reporting back to him.

Reversion to mean ..MET at 7 bucks odd ....good one

At least I had 2 days to get a few ..not many but enough

Hope Beagle took Couts advice and is all in XXXXL

[winner69]

A few short words from MET and the whole sector is going gangbusters ....even Oceania

Nice