Australia's largest stock trading and investment forum Australia's #1 stock forum

TWE

Click for more information

1.45%

$11.18 treasury wine estates limited

What is TWE Worth Ex-China?, page-141

First 141 Last

Share
Profile

Follow
runaway

881 Posts.

523

30/11/20

13:19

Post #: 49236981
Share

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...

Expand

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

TWE Price at posting: $8.55 Sentiment: Sell Disclosure: Not Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 119 more messages in this thread...

First 141 Last

Add TWE (ASX) to my watchlist

(20min delay)
Last $11.18		Change 0.160(1.45%)		Mkt cap ! $9.071B

Open	High	Low	Value	Volume
$11.06	$11.19	$11.04	$2.089M	188.1K

Buyers (Bids)

No.	Vol.	Price($)
29	3419	$11.17

Sellers (Offers)

Price($)	Vol.	No.
$11.19	4404	18

View Market Depth

No.	Vol.	Price($)
23	2780	11.170
16	4546	11.160
12	4503	11.150
8	4823	11.140
6	6024	11.130

Price($)	Vol.	No.
11.180	31	2
11.190	4707	19
11.200	5194	11
11.210	6051	11
11.220	8608	11

Last trade - 10.52am 31/05/2024 (20 minute delay)


Last $11.18			Change 0.160 ( 1.29 %)
Open	High		Low	Volume
$11.09	$11.22		$11.05	36360
Last updated 11.10am 31/05/2024 ?

TWE (ASX) Chart

SPONSORED BY