Maybe a takeover from Private Equity is not out of the question ...
Schroder Investments 5.7% on 15.10.2019
Lazard AM went from 5.34% to 6.46% on 13.09.2019
ECP AM 5% on 02.09.2019
Vanguard 5.084% on 17.05.2019
CBA still holding 3.98%
... Surely these guys did some DD. Happy to concede they too get things wrong at times but 4 of them at once - with recent positions taken up. If CGC has been on the radar of PE for a takeover then now is the time when there is blood in the water.
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