RE:Q and A with Duncan
"There is a need for size to gain relevance, and US$5 billion market cap companies seem to be more investible for funds, which provides for better liquidity. However, moving towards that there is still a lot of opportunity for torque, as we have seen in the last three years."
It sounds to me Duncan is more interested in becoming a larger company, rather than focusing on a buyout of sorts. Thoughts?