I reckon this deal will get done. Motivated buyer and seller in a market that is highly rational currently.
This is likely to be a massive deal giving a significant increase in annual revenue (and can’t wait to see the BGC order book, they’ve been winning contracts) while being eps accretive - probably significantly leaning towards using the balance sheet:
- Current share prices undervalue the company a lot caused by macro factors I believe, current shareholders like JP himself will be fully aware of this
- the balance sheet is low risk and can easily carry a little more load esp. for strategic outcomes
- revenue is predicted to grow anyway over the coming years, making management more ‘risk-on’
Deal completed by end of year but probably signed soon one would think?
great news!
glh, dyor etc
pb
AFR article says NRW preferred bidder for BGC, page-6
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$3.69 |
Change
-0.060(1.60%) |
Mkt cap ! $1.687B | |||
| Open | High | Low | Value | Volume |
| $3.74 | $3.75 | $3.67 | $1.750M | 473.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 8168 | $3.67 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.69 | 2849 | 1 |
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