TRH 0.00% 83.0¢ transit holdings limited

good medium term investment, page-6

  1. 880 Posts.
    Hi All.

    Have been thinking about this Capex number $2billion for many months now and how they are going to get this funding.

    I saw some mention that Fortescue had a few coal tenements that they are actively pursuing. Do you think with the Richard Monti connection they might just look at Potash as another alternative play?
    It would either be a full takeover or some type of convertible note type structure.( most likely a takeover)

    I know we would be months off from thinking about this but I am sure Transit would have their ducks lined up.

    Any thoughts from others?





 
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