PGH 1.25% 81.0¢ pact group holdings ltd

agreed, I do think this will be around but probably going to be...

  1. 2,336 Posts.
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    agreed, I do think this will be around but probably going to be swallowed up by Amcor as the industry consolidates- even with the so called good will write downs- I am of the belief that although not positive, is not as bad as what the market have factored in. I think the company and especially the auditors are being extreme conservative in this regard especially because of the regulatory and overly sensitive compliance realm we in. When the dust settles, in my opinion you will see that the figures aren’t not as bad as the “projections” allude to. Sp will bounce, auditors won’t be sued and everyone will be happy. The sky is not falling- in my opinion-this is good buying at these levels.
 
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