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1.40%

$11.93 treasury wine estates limited

Okay let's see mate. The transition won't be fast.

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runaway

880 Posts.

522

30/11/20

13:19

Post #: 49236981
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Originally posted by dabozza: ↑

Dilution from capital raisings? I personally don't see it. The balance sheet may have $1.2bn in debt, but they also have $500m in cash and thanks to Central Banks they can access new lines of credit easier than ever before.

Despite margins likely to fall somewhat - due to increased competition as well as pressure from the cost side - they're still a heavily profitable business with cash cows. The question for me is more about 'how long will this persist' - according to MOFCOM it should be 4 months (potentially 9 but the rules seem unlikely to allow that), but I suspect for geopolitical reasons it will be longer. It won't however be forever...

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Okay let's see mate. The transition won't be fast.

TWE Price at posting: $8.55 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $11.93		Change -0.170(1.40%)		Mkt cap ! $9.680B

Open	High	Low	Value	Volume
$11.98	$12.07	$11.91	$12.83M	1.074M

Buyers (Bids)

No.	Vol.	Price($)
1	8700	$11.93

Sellers (Offers)

Price($)	Vol.	No.
$11.94	480	2

View Market Depth

No.	Vol.	Price($)
1	8700	11.930
1	5790	11.920
4	10515	11.910
7	15077	11.900
2	10172	11.890

Price($)	Vol.	No.
11.940	480	2
11.970	6368	1
11.980	8293	3
11.990	6368	2
12.000	6801	4

Last trade - 16.10pm 26/04/2024 (20 minute delay)


Last $11.95			Change -0.170 ( 1.41 %)
Open	High		Low	Volume
$12.01	$12.07		$11.91	238267
Last updated 15.59pm 26/04/2024 ?

TWE (ASX) Chart