Talking about Greencape, AFR has a story with their views;
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Vocus Group's largest shareholder believes Kohlberg Kravis Roberts & Co's $2.2 billion bid for the telecommunications business is taking advantage of a depressed share price and company's assets will deliver higher earnings in time.
David Pace, portfolio manager at Greencape Capital, which owns 8.1 per cent of Vocus, said KKR's offer takes capitalises on a trough in earnings.
"These are highly strategic assets that with the fullness of time and an improvement in execution will earn considerably more than what they do today," Mr Pace said. "The initial bid appears to capitalise a perfect storm."
