SIG 3.96% $2.89 sigma healthcare limited

Street talk confirms CW tendering out wholesale business, page-14

  1. 52 Posts.
    Doubt API would take on CW, industry perspective is only EBOS can - API does not have the balance sheet (working capital) facilities to take it on.

    Biggest issue if this goes is the operating deleverage...also the very ugly side effect of the chunk of CSO pool that vanishes as well.
 
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