JBH 1.47% $66.11 jb hi-fi limited

private equity target

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    - Arguably well undervalued (massive PE contraction)
    - PE very active (PBG, BBG in retail sector)
    - Low debt (ability for PE to leverage)
    - High cashflow (PE can easily service/ pay down debt)

    A no brainer in my view but not sure on current share register (ie. any blocking stakes)

    Wonder if Woolies or Coles would have a crack if PE made first move?
 
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