Wow what luck. NHC is one of the few stocks I'm still trading at the moment. Got back in yesterday arvo based on all this takeover chatter. Annoucement this morning of a formal sale process. No guarantees of course. Also entered SOL this morning. SOL was already trading at a big discount to NTA. They own 59% of NHC. And also you could try BKW who own 43% of SOL.

As a previous NEC shareholder however I can't help but feel a bit ripped off. NEC has added to the strategic appeal of NHC by providing more options around future production growth. NHC got NEC for a steal (around $250m) but in research I've seen on NHC, the NEC assets add over $500m to NHC's valuation.