i am in logistic industry specifically 3Pl
always wanted to get in, today i see perfect time for long term hold.
orora from what i see and based on my industry supplies heavily for the fruits and also food packaging, is an upside for me along with them owning the supply chain.
yes the acquisition did they overpaid ? Absolutely, but with china lifting up tariffs for aussie wine, be interested to see where this going as i do know they supply to most of the wineries working with TWE etc, unless i am wrong on this.
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