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We wrote a note, see here, outlining our bullish views on Tassal, a little while ago. Today, news of a takeover has broken, a bid price of around $4.85. This follows two other bids, seemingly non-disclosed, in the $4.60-$4.80 region. TGR management have also decided to reject this bid, deeming it “too low”. It is…Read More
Much to like in the Hardies update. But you are paying 25x for a business in a cyclical industry (even if their market share gains are structural) into a tightening cycle. Skinny yields, lots of enthusiasm. [NB, revisiting the note. It is a magnificent business, and one we’ve been wrong not to own. Fair to…Read More
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