True, we are tadpoles... but so will AA be if LFS buys us out (well, buys out part of HUM). His new LFS holding wouldn't even get him a seat on the board, meaning he would be at the whim of the large SHs. I wonder if AA likes the idea of him being nothing but a tadpole; I guess we'll find out soon enough.
I don't want to divest myself of HUM's business, too much upside potential, so I'm supportive of a scrip offer. I would just prefer to take on shares of a company I think is actually going to succeed; and be reasonably compensated for the upside of what I own.
Changed my sentiment to None. It would be Buy at this level if not for the state of the global markets and the LFS offer. I will continue to Hold, but I think the risk to share value is increasing.
DYOR
Ann: hummgroup announces change of Chair and receipt of proposals, page-339
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Last
47.5¢ |
Change
-0.005(1.04%) |
Mkt cap ! $233.4M | |||
| Open | High | Low | Value | Volume |
| 47.5¢ | 47.5¢ | 46.0¢ | $89.59K | 191.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1946 | 45.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 47.5¢ | 25003 | 2 |
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| Last trade - 16.10pm 05/08/2024 (20 minute delay) ? |
| HUM (ASX) Chart |