MET - Metlifecare - one for the fundies?

[winner69]

Moving north of $6.00 now - word starting to get out?

Will want it all sorted by Xmas .....everybody deserves to spend time with family at this time of the year.

[Balance]

Will want it all sorted by Xmas .....everybody deserves to spend time with family at this time of the year.

You are such a caring soul, W69!

[Beagle]

Just had a left field thought, probably miles off the mark but who knows. Maybe its Ryman ? The way their share price has been going lately and with their massive 3.5 times share price to NTA, they could possibly have the most to gain ???

[couta1]

FOMO setting in, let hope the Beagle is barking up the right tree here.

[Oliver Mander]

I got some more at $5.95 this morning. Means I've 'averaged up' from $5.20, but think this is okay regardless.

[winner69]

You are such a caring soul, W69!

If you don’t spend enough time with your family you often have to resign eh

But if you were just an advisor would you want to work through Xmas

[Oliver Mander]

Just had a left field thought, probably miles off the mark but who knows. Maybe its Ryman ? The way their share price has been going lately and with their massive 3.5 times share price to NTA, they could possibly have the most to gain ???

Oh go on Beagle...I'll bite! On that basis, I'm going to suggest its Arvida - a) they have form in taking over operators (albeit smaller) and b) their share prices has also risen strongly over the last fortnight!
Now we just need someone to suggest its OCA and we've got the trifecta :-)!!!

[Beagle]

LOL. I see ARV is at an all time high, (hard to believe TJ hasn't commented on that already today).
Lovely fairly tale for this time of year my furry friend but I suspect an $8 billion market cap company like RYM would find the takeover going of a $1.3 billion market cap company, MET, a little easier than a relative minnow market cap of $541m Arvida or $609m market cap OCA trying to take over a company more than twice their size.
SUM merger, $1.7 billion market cap still my favourite theory by SUM small margin but RYM also a real possibility.

[winner69]

It’ll be some overseas investor I reckon.

[Benny1]

It’ll be some overseas investor I reckon.

I'm with you on this one... Another private equity play from Aussie?
Hmm... Marquarie already in the retirement sector... Takeover MET.. Get rid off some of the old villages. Package it up with what they still own in OCA and sell them off as a combined unit....
Just a thought...