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$11.62 treasury wine estates limited

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

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runaway

881 Posts.

523

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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0 Great analysis

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(20min delay)
Last $11.62		Change 0.110(0.96%)		Mkt cap ! $9.428B

Open	High	Low	Value	Volume
$11.53	$11.73	$11.52	$33.31M	2.866M

Buyers (Bids)

No.	Vol.	Price($)
1	262	$11.62

Sellers (Offers)

Price($)	Vol.	No.
$11.63	5793	2

View Market Depth

No.	Vol.	Price($)
1	262	11.620
1	1500	11.610
2	21849	11.600
2	7181	11.590
2	4741	11.580

Price($)	Vol.	No.
11.630	5793	2
11.650	13278	3
11.660	8198	1
11.680	8334	1
11.690	10271	4

Last trade - 16.10pm 28/05/2024 (20 minute delay)


Last $11.65			Change 0.110 ( 0.86 %)
Open	High		Low	Volume
$11.56	$11.73		$11.53	508112
Last updated 15.59pm 28/05/2024 ?

TWE (ASX) Chart

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