MGC 0.00% 43.0¢ mg unit trust

MGC Breakup., page-29

  1. 12,188 Posts.
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    For me there are just too many variables in multiple scenarios so to even try and work through them all would be a wasted effort.

    As a SWAG try this...

    Worst case? The Trust gets bought back for VWAP 90 days less 25% which is probably around the mid 50 cent range.

    Best case? The company gets split and the listed component takes on the brands, the plants, the IP, the delivery platforms, the product contracts, some of the debt maybe etc etc and restructures the Trust so its a clean ASX listed entity and puts in place a long term supply agreement with the other part of the split (the farmer/supplier co-op) for milk supply.
 
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Currently unlisted public company.

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