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.
Very useful thanks @arms. Reading through that I would say...
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Last
$6.61 |
Change
-0.035(0.53%) |
Mkt cap ! $4.800B | |||
| Open | High | Low | Value | Volume |
| $6.61 | $6.66 | $6.58 | $7.704M | 1.164M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 30 | 15894 | $6.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.61 | 7749 | 9 |
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| Last trade - 13.16pm 20/06/2024 (20 minute delay) ? |
| A2M (ASX) Chart |