Thoughts about MW, page-8

First 8 Last

Share
Profile

Follow
stockdon

3,898 Posts.

11/01/16

14:52

Post #: 16770909
Share

Originally posted by Techmeister ↑

A few things:
1) the rebrand from RSL to SRT - why do this if he was to buy 100% of a single entity - in this case surely we would keep RSL and just change it to the NewCo ticker - like every other RTO: MOO became SRO / POK became BUD / AZK became BRN / KNE became D13...
So the rebrand to SRT is because SRT will not change to the new entity - it will be a holding company (what I'd call a 'house of deals')

2) the reference to third parties on this Fintech deal - I think SRT will only be a part owner of the acquisition - I think part-ownership is the model he is working to - perhaps a bit like CHP - that means the SRT name stays and the Newco get its own name (CHP has stakes in a number of plays)

3) the unusually massive holding in SRT of MW - tells me he is not in SRT for a deal - but is building a bigger entity - with a different timeframe - I think SRT will be an entity that has holdings in a number of companies - so he is changing his MO to be a long term holder in a number of select plays - rather than a short term deal-maker (which is Cicero's MO)

Expand

I have been thinking the 'third parties' are VCs, who where in early on in the equation.

SRT Price at posting: 2.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

OSL

OncoSil wraps up recruitment for key pancreatic cancer trial

DMP

Is Domino's a steal after -25% plunge?

Trump chides Powell as Goldman call for calm. The RBA must be nervous

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

First 8 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 16.0¢		Change 0.000(0.00%)		Mkt cap ! $27.10M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Thoughts about MW, page-8

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

OncoSil wraps up recruitment for key pancreatic cancer trial

Is Domino's a steal after -25% plunge?

Trump chides Powell as Goldman call for calm. The RBA must be nervous

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Featured News

Featured News

Thoughts about MW, page-8

Top Stories

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

OncoSil wraps up recruitment for key pancreatic cancer trial

Is Domino's a steal after -25% plunge?

Trump chides Powell as Goldman call for calm. The RBA must be nervous

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Featured News

Featured News