I read a summary note from Macquarie outlining that REC was their preferred exposure for "offshore growth and US currency exposure". They argue that thus far REC has not benefited from this trade and has more favourable growth profile than Brambles, particularly when factoring in the REIT optionality if the IRM deal fails.
This is the first bullish argument I have seen on the deal failing.
Does anyone have access to the full note dated 29th Jan?
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2.4¢ |
Change
-0.001(4.00%) |
Mkt cap ! $3.352M |
Open | High | Low | Value | Volume |
2.4¢ | 2.4¢ | 2.4¢ | $320 | 13.33K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 444997 | 2.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.8¢ | 310876 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 444997 | 0.024 |
3 | 91956 | 0.023 |
1 | 45454 | 0.022 |
2 | 50000 | 0.020 |
1 | 166667 | 0.015 |
Price($) | Vol. | No. |
---|---|---|
0.028 | 310876 | 2 |
0.030 | 138918 | 2 |
0.031 | 50000 | 1 |
0.035 | 183333 | 2 |
0.037 | 83333 | 1 |
Last trade - 15.52pm 18/09/2024 (20 minute delay) ? |
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