RE:rtftechLongRoad wrote: Your point on valuations is correct. As an example, there were rumours at the end of 2016 that GUD might buy Paladin back. In that context, GUD would have had to pay a lot. However, if they wait to 2019, they could get it much cheaper. See this article on Endo from Bloomberg. https://www.bloomberg.com/news/articles/2018-01-26/everything-that-could-go-wrong-for-this-drugmaker-did
I'm as excited about them feeding on the carcass as you but given that Goodman isnt prepared to pay he's likely going to be at the back of the buffet queue.
He's not getting stuff cheap, he's just not getting stuff.