US EditionCounter Cycle: These takeover targets are glaringly obvious (but no one's talking about 'em)
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Counter Cycle: These takeover targets are glaringly obvious (but no one's talking about 'em)
Welcome to Counter Cycle with Nero Resource Fund founder and co-portfolio manager Rusty Delroy, a Cottesloe-based fund manager who has developed a reputation for taking the path less travelled in his investments. Today, Delroy muses on three miners who could fetch a takeover bid in the next 12 months. Mergers and acquisitions have been the name of the game on the ASX of late, with a confluence of coalescing factors coinciding to create new combi…
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