360 will soon be cashed up following IAP (assuming that this is a done deal, and now just in the approvals/regs process).
Could be great timing given the ASX is beaten up - particularly the businesses that they 360 target (Property/FM business).
I'm interested if they still have on eye on Peet (PPC) which 360 traded quickly in 2020-21 for a profit - given that entry was $1.00, and Peet's earnings have been upgraded since then, would assume that it's still on their radar.
AOF (Australian Unity) - possibly? It has been on the fall since the merger failed, and a takeover was rejected a few years back. AOF has since woken up a bit - looking to sell of assets, possible wind up, but at a discount to NTA, (and also a reduced NTA on some revals) - looks well-priced atm.
No mention from 360's mgmt at latest update, but always interesting to see what they'll try next.
360 is an easy hold even in the choppy market.
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