Another possible set of views.
1. BF tries to buy AIO. So be it. ACCC might not agree and has basis for this decision given WA experience.
2. QUB buys AIO assets with consortium members. Yes, gearing increased but with such low interest rates, QUB should not be stretched provided added cash flow applied to debt reduction over time. It is an excellent opportunity for QUB re Patrick's assets.
3. Both offers are close enough to each other price-wise so no clear winner but where do the synergies go to and this will accumulate over time?
4. What happens if either party/aggressor ups the bid. Will that happen and will the other follow?
We shall see.
Ann: Asciano grants Qube Consortium Due Diligence, page-6
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Last
$3.95 |
Change
0.070(1.80%) |
Mkt cap ! $6.843B | |||
| Open | High | Low | Value | Volume |
| $3.93 | $3.97 | $3.91 | $8.992M | 2.283M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 89428 | $3.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.96 | 39859 | 2 |
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