WES 0.40% $70.10 wesfarmers limited

The future of Wesfarmers (thinking exercise), page-3

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    Some very interesting calls here. I'm a holder in both WES and Seven Group and am a huge fan of both businesses but never really thought that their operating units actually compliment each other quite well. I don't know much at all about Mineral Resources. It seems to me like they want to do bolt on purchases for each business rather than anything on a huge scale. If there was going to be a big takeover I would tip that it would be in the Health division which now houses API as it's foundation business. Petstock would have been a good one but Woolies beat us to the punch there.
 
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