PPT 2.31% $20.85 perpetual limited

Ann: FY24 Results Presentation, page-13

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  1. 434 Posts.
    lightbulb Created with Sketch. 66
    The carcass is now all prepared for devouring.
    The SP has softened, The CEO is delusional and is out gardening & the Chair is walking.

    And Its not too late to back out of the KKR deal (pay the $40m break fee).

    Super value at a quick on-market offer from SOL around $25 and would pickup another 20% taking their holding to 35% IMHO.
    So SOL could get a change in the BOD and control of the lot before the current board/management even wakes up.
 
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