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
$6.75 |
Change
0.030(0.45%) |
Mkt cap ! $4.879B | |||
| Open | High | Low | Value | Volume |
| $6.74 | $6.83 | $6.68 | $14.43M | 2.140M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 6761 | $6.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.77 | 13253 | 4 |
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| Last trade - 16.10pm 18/06/2024 (20 minute delay) ? |
| A2M (ASX) Chart |