Originally Posted by
Beagle
And finally a thought I had on the possible MET takeover. If the MET takeover fails this is unaffected as they have very different business models and the 6.6% yield continues and I can fully understand why Maverick is as happy as a pig in mud to just sit there and enjoy that yield forever and a day.
If the MET takeover succeeds, OCA will be the only stock in this sector left trading at a significant discount to NTA and should get a nice boost as investors look to reallocate their invested funds.