TWE treasury wine estates limited

Ann: TPB Operating Model and F23 Performance Outlook, page-12

  1. 5,502 Posts.
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    drunken socialists spending like crazy won’t help this. China market reopening is a positive but it’ll likely spike the SP and fizzle given its a multi year event to rebuild tangible earnings. The other question is how much do TWE want to invest in it in the short term? Risks exist.

    I love the stock. I’ll likely top up, however my bias for a beautiful st henri or 389 often taints my financial logic I will admit I hold an above index weighting to this, if she gets sub $11 ill really start to accelerate my holding again and offload those when or if it becomes overvalued on day a China reopening spike.
 
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(20min delay)
Last
$7.91
Change
-0.120(1.49%)
Mkt cap ! $6.418B
Open High Low Value Volume
$8.03 $8.09 $7.91 $51.81M 6.515M

Buyers (Bids)

No. Vol. Price($)
21 34395 $7.91
 

Sellers (Offers)

Price($) Vol. No.
$7.93 5991 2
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Last trade - 16.10pm 28/07/2025 (20 minute delay) ?
TWE (ASX) Chart
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