Very useful thanks @arms. Reading through that I would say absolutely A2M fits in the following:
1) Strategic acquisitions
2) New product categories
3) Leading presence in key dairy regions
Valuation is difficult, I can't imagine they would look to takeover 100% given it would be at least 3/4 of their total acquisition budgets over the past 25 years but some type of investment would make sense. Jalna would equally make sense but a much different value and not something I would see raising a lot of attention.
Remains to be seen. uptick holding up over a strong down day - will be interesting to see the lead into the Feb 21 market update.
Chart Update, page-22591
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Last
$6.65 |
Change
-0.105(1.56%) |
Mkt cap ! $4.778B | |||
| Open | High | Low | Value | Volume |
| $6.73 | $6.73 | $6.59 | $6.763M | 1.015M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 13 | 4975 | $6.64 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.65 | 3901 | 7 |
View Market Depth
| Last trade - 15.34pm 19/06/2024 (20 minute delay) ? |
| A2M (ASX) Chart |