RE: 20k Buy on Wednesday12 May 2025 19:49
I would think a bid for Arkle rather than Stonepark is on the cards. No complicated royalty side cuts as Group Eleven has with Teck . This would give Arkle a premium in buyout. 10 years ago John Teeling would hold onto royalty but with Glencore dragging their heals .80 might look attractive to him and shareholders