I think with Barangaroo still in the pipeline Packer will team up with Lawrence Ho for the Japan bid to mitigate the large capital outlay. And i think he'll sell residual international such as Aspinalls in the UK over the next 12-24 months to keep the balance sheet looking steady.
The online wagering space is also heating up at the moment, and CWN has a piece of that with CrownBet and Betfair.
Crown towers just opened in Perth, Queensbridge likely, still plenty of growth in CWN, despite exiting Macau
CWN Price at posting:
$11.62 Sentiment: Buy Disclosure: Held