BXB 0.20% $15.10 brambles limited

very interesting

  1. 688 Posts.
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    Some interesting stuff over last few weeks between IGPS and BXB. Real slanging match between the two....BXB saying it knocked back an offer for IGPS...business model unsustainable...IGPS saying BXB killing the forrests...and planting 100,000 trees...great stuff. Understand BXB has around 80m pallets and IGPS 5m....must be costing the latter big time to gain inroads. Is the IGPS equity partner getting cold feet? Recently hired ex BXB CEO....can u read anything into this? Anyway reckon BXB a bit undervalued and maybe a bit more upside over coming months IMO. Would BXB take IGPS at right price???
 
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