https://keithwoodford.wordpress.com/2024/02/27/where-does-synlaits-future-lie/
Worth a read if you haven't already. It touches on a couple of your points.
As for Pokeno, Woodford floats a Singapore company, Olam Food as someone who might feasibility be interested given they have another operation in the area.
As for valuing loss making hunks of plant, I guess it would depend on the broader operation it is slotting into. I think it would be highly valuable to someone with actual customers. It's the opposite to Synlait currently because they are stuck with something the pay to run, but can't properly utilise.
Woodford also summarised the takeover situation as basically both A2M and Bright cannot increase their respective positions without making a full takeover offer. So it seems a bit of a stalemate in the absence of one or the other launching a full takeover.
- Forums
- ASX - By Stock
- Media Updates
https://keithwoodford.wordpress.com/2024/02/27/where-does-synlait...
-
-
- There are more pages in this discussion • 514 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add A2M (ASX) to my watchlist
(20min delay)
|
|||||
Last
$5.31 |
Change
0.050(0.95%) |
Mkt cap ! $3.844B |
Open | High | Low | Value | Volume |
$5.28 | $5.35 | $5.23 | $26.49M | 4.995M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 6023 | $5.27 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.32 | 11392 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 500 | 5.250 |
1 | 8042 | 5.240 |
1 | 1653 | 5.230 |
4 | 9419 | 5.220 |
3 | 6939 | 5.210 |
Price($) | Vol. | No. |
---|---|---|
5.320 | 412 | 1 |
5.350 | 3000 | 1 |
5.370 | 3000 | 1 |
5.400 | 5000 | 1 |
5.420 | 2000 | 1 |
Last trade - 16.10pm 20/09/2024 (20 minute delay) ? |
Featured News
A2M (ASX) Chart |