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4.48%

$11.10 treasury wine estates limited

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

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runaway

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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 $11.10		Change -0.520(4.48%)		Mkt cap ! $9.006B

Open	High	Low	Value	Volume
$11.43	$11.45	$11.10	$35.39M	3.166M

Buyers (Bids)

No.	Vol.	Price($)
6	28761	$11.10

Sellers (Offers)

Price($)	Vol.	No.
$11.11	2579	1

View Market Depth

No.	Vol.	Price($)
5	19337	11.100
2	10158	11.080
3	1125	11.050
1	132	11.040
2	750	11.030

Price($)	Vol.	No.
11.160	96	1
11.180	14386	1
11.210	2012	4
11.240	9256	1
11.260	9256	1

Last trade - 16.10pm 29/05/2024 (20 minute delay)


Last $11.17			Change -0.520 ( 4.21 %)
Open	High		Low	Volume
$11.42	$11.45		$11.16	577601
Last updated 15.59pm 29/05/2024 ?

TWE (ASX) Chart