RE:RE:RE:Hostile bidder is a 90% chance
We could see something unfold that is both expected and surprising as well.
I too believe in some sort of past/current bond between Wilan and Acacia senior management which could lead to some version of a marriage between the two.... at what price -- well that could be key to both parties. Acacia has a new guy steering the ship(Vella) who though he may be full of p and v,,, is also coming off a weak quarter and would be under extreme scrutiny if he were to do a deal with Wilan and overpay in any sense....That being said, both companies may have been envisioning such a partnership/business combination for some time.
Private equity on several fronts could be the real force to deal with. It may take the form of Sterling, Intellectual ventures, or hedge funds....perhaps Curacao money... perhaps not.
What Wilan has is valuable , perhaps less valuable than Skippen would have us believe, but still valuable. It all boils down to who will make the first move, show their cards so to speak and then who will come out of the wood work to make other bids,etc...
Lots to watch in days ahead...