ASX 1.58% $64.41 asx limited

so who is the next big private equity target...., page-4

  1. 237 Posts.
    ERA is a good one, especially with the price re-rating. I think ZFX is not a bad target -- zinc stocks continue to move down. They have very little debt, good stock, are well run, very low PE by any stretch of imagination.
    Looking at the U3o8 area, you gotta think that Paladin is a target - lots of blue sky, etc and producing. Even AEX might look good to a Cameco that is drying out its other properties after a little water damage.
    As for Qantas, I can't see how the foreign ownership thing can be managed, unless a local was part of hte consortium, like a Mac Bank or a Pacific Equity Partners.

    Any one else have any yummy targets in mind.
 
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