HUM 2.11% 48.5¢ humm group limited

Ann: HUM - hummgroup financial position update, page-35

  1. 5,414 Posts.
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    Why would he accept less? I don't understand this logic and suggest it's a narrative being promulgated by those that want a piece of Humm.

    There is more value in simply reducing capex/marketing on consumer and extracting value from 2.5m existing customers.

    Moreover, the commercial business is growing at around 100%!!

    The only certainty is that offers will come. LFS are not done and Saville is sniffing around. It's entirely possible that this competitive tension could create a different landscape over the next few months.


 
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