The AGM30 Jul 2018 11:45
Thanks Brookdata. Yes, the sandwiches were good, but I thought the whole AGM was a good one to atttend (aside from the noise of the Air Con!). I liked the people and I feel that they know what they are doing. I picked up a few things that give me confidence for the future, re-usability of the Vanadium, being one. It will be very interesting to see how the German deal works out. If it all hangs together, and I feel it will do, then I think we are in for a very exciting ride. Probably they will be taken out by someone big, in which case it's a question of "how much" will any bid be. I would have thought a big premium overwhere we are today, but I don't know the major shareholdings, so I don't know if there are enough major shareholders to potentially block a bid, or whether it will be a question of the number of ordinary shareholder acceptances determining the outcome. I think Scott M has circa 4%, so he can't have much say. But the German deal has got to pan out successfully before we get anywhere near a bid.