RE: Lots of insider activity - somethings up...I highly doubt this sudden activity and buying interest has much to do with the Ni assets - until GMI announces some way of monetizing the Ni, it gets zero value by the market.
Lots of coincidences - Insiders exercising options. Buying interest where there was little in the past. Pescod's rumor about a merger with Capstone. Long time with no news about how to monetize the Ni.
But what has me scratching my head the most is the fact there is no new CEO despite months of supposed looking. Just how hard should it be to find a guy interesting in running GMI with a cash cow like CdM and all the upside from the Ni? Especially when this company has plenty of cash in the bank.
Things aren't adding up - there is something going on, and I hope it isn't a takeout at some crappy 50% premium based on grossly undervalued shares.