North American Palladium Ltd (New) PALDF

Let's just say that

[crow27]

another suitor offers everyone $19.74 then that is 161 million more than the present offer. Now if they offer everyone $22.00 then it is 294 million more than the present offer. That to me does not seem out to lunch to aquire this company.
I just smell another offer, could be wrong but there is lot's of room to bring this present offer much higher. So basically it costs a suitor 58.84 million for every $1 rise in the offer.
Lot's of room folks when you look at this asset.

[goldstd69]

good point

[Consvestor]

Agreed.  Unfortunately, however, there just aren’t that many palladium companies out there.  Not sure how many gold companies would want to diversify with this asset.  Maybe a wealthy individual investor?  Someone should call up Eric Sprott.

[crow27]

I do understand that Brookfield wanted out and that we all wanted more but this offer is seriously low when you start to crunch future EPS and the P/E that will follow that. Just last week RBC puts a $28.00 price tag on the shares and the overall estimates are in that $23.00 range.  I thank Brookfield for giving us the $19.74 and them only taking $16.00 but something just seems a bit out of

[skiesthelimit]

I’m starting to wonder what the rules are in regards to Brookfield offering another special dividend before the deal closes in dec or Jan.  I’m wondering if they had a deal stating they will be able to clear out the pdl bank account next quarter with a special dividend. Any expertise and insight would be much appreciated. 

[TG1960]

Listen to the CC...that was one of the 2 questions asked.