The fundamentals of the company don't change. If anything, it allows Rai to concentrate now on making more acquisitions in the gaming industry instead of running after something that had a less than 50% chance of happening. I think it's a good thing.
Gaming assets are usually very tightly held, Cae runs the risk of spending all of its resources to acquire gaming assets only, whereas there are other deals that yield better returns, which may be prove negative in the long term.
Bru ,I really hope u don't hold any CAE shares because its dangerous to make a play for some negative sentiment if cant short the Pj's of the back of that one.REMEMBER - if you look at the TOP40 and the jse we need all the positive sentiment we can get ,otherwise there will be blood in streets.Fundementals is worth peanuts at this stage (my view)