One thing i know about Travistock they do try to make everything they do profitable
I am not saying that AACo will not be profitable for Tavistock, they appear to be taking
a very long term view with how they are going about the vertical intregration of the business
But will current shareholders share in this profit is the question
So far the vertical integration has not turned into profit, and does not look like it will
anytime soon, otherwise why increase the borrowing limit, unless something else is
happening, or are just preparing for some hard years
We are back where we were 5 years ago shareprice wise, and not much north of 15 years ago
shareprice wise and remind me, when was the last divvy paid?
Mr Lewis is/was a trader...he understands markets
Tavistock have been using the creep provisions in the takeover law to their benefit,
nothing wrong with that...so
Why would they stop doing this?
For the last few years AACo have had quite high percentage of shorters, it appears
now that this figure is around 9% of all shares issues, where are the share coming
from to short, is there any way of finding out?
Our last NTA was over $1.70 and these assets are mainly land and cattle, yet our
shareprice is $1.20, we are trading at around 30% discount to NTA, why not
ask current shareholders if they would like some or all of this 30% in their pockets, now?
Do you think that this gap will close whilst Tavistock seem to be accumulating?
What will happen if/when Tavistock get to 50%?
Too many questions that we have no idea of the answer
Both SVW and EGN are as you mentioned owed by a majority holder,
and looking further into it there seem to be many others, the companies that I
have looked at in the past with majority holders all seem to detrimental to
the minority holders, that's all, I suppose it depends on the majority holders
intentions, and if they are looking for full ownership or not
cheers grant
the above is my thought and opinions only, if I have made an errors please
let me know and I will try to correct them
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