SLC 1.87% $1.32 superloop limited

Nice premium and they expect more bidders to enter the race....

  1. 352 Posts.
    lightbulb Created with Sketch. 24
    Nice premium and they expect more bidders to enter the race. Let’s hope whoever misses out turns their interest to SLC.

    https://www.copyright link/business/telecommunications/vocus-confirms-3-3b-takeover-bid-from-eqt-20190527-p51rgy

    This is is an interesting article.

    It talks about the fibre assets being the prize particularly with 5G and that PE or Infra funds will spin out the “low quality” retail businesses.

    Still not convinced the pivot in SLCs strategy to retail was a good one. Should have stuck to the original play.

    Still believe patient shareholders will be rewarded here.


 
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