RE:RE:RE:RE:Kavern Transaction fitsThe problem with your thesis is every one of the targets has large inside holdings. Take over without a healthy premium would never be accepted. Remember insiders at ygr were just at the trough at $1.58. So possibly could be convinced at over $2 share equivalent but not below especially with job loss risk. Remember Bne from a couple of years ago. Doesn't matter if numbers make sense if sentiment with insiders is sour. I don't think a deal is possible in this environment.