Pass for me
I am not big fan of logistics business generally
They hardly own any assets which is odd considering its logistics business, warehouses are all leased
Owner selling
I couldn't make out where raise money is going some to pay of debt some founders cashing out (as that detail wasn't obvious in presentation)
Positives
-well priced
-Tier 1 customers
-morgans as joint lead (always helps)
- Forums
- IPOs
- Silk Logistics IPO - Morgans
Pass for meI am not big fan of logistics business generally They...
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