TENON

**ari** · 16-02-2016, 05:39 PM

Originally Posted by GTM 3442

beetills, nothing is ever good news for RBC!

[/cynicism]

Exactly...my wait for good news has been 12 years!

**ari** · 11-05-2016, 02:04 PM

It's now been 9mths since Tenon requested Deutsche Craigs and Deutsche Bank to do a strategic review....must be something to report soon.

**Balance** · 11-05-2016, 04:58 PM

Originally Posted by ari

It's now been 9mths since Tenon requested Deutsche Craigs and Deutsche Bank to do a strategic review....must be something to report soon.

They said 2nd quarter which means a month and half to go.

**ari** · 11-05-2016, 05:24 PM

Ta Balance

**Balance** · 20-05-2016, 10:36 PM

http://www.marketwatch.com/story/on-...res-2016-05-18

Outstanding results from two of Tenon's biggest customers (direct & indirect) - augers well for a continuation of earnings growth for the company.

**Felix** · 20-05-2016, 11:00 PM

I'm keen to hear the results of the strategic review, which should be announced within the next six weeks. I do wonder though if they have painted themselves into a corner with continually referencing closing the valuation gap between current share price and the Edison research valuations. Those Edison valuations are pretty lofty. It means they would be hypocritical recommending a takeover offer unless it is pitched significantly higher than the current share price.

I'm really pleased for the company that they were able to survive several years of difficult times and now get to reap the rewards. I really hope they don't sell shareholders short and let overseas interests take them over cheaply just as profits start ramping up.

**ari** · 21-05-2016, 09:05 AM

Originally Posted by Felix

I'm keen to hear the results of the strategic review, which should be announced within the next six weeks. I do wonder though if they have painted themselves into a corner with continually referencing closing the valuation gap between current share price and the Edison research valuations. Those Edison valuations are pretty lofty. It means they would be hypocritical recommending a takeover offer unless it is pitched significantly higher than the current share price.

I'm really pleased for the company that they were able to survive several years of difficult times and now get to reap the rewards. I really hope they don't sell shareholders short and let overseas interests take them over cheaply just as profits start ramping up.

Will be an interesting watch.......will history repeat itself...Fletcher Forests-Fletcher Paper-Fletcher Energy & Capstone Energy

**Balance** · 26-05-2016, 10:08 AM

Originally Posted by Felix

I'm keen to hear the results of the strategic review, which should be announced within the next six weeks. I do wonder though if they have painted themselves into a corner with continually referencing closing the valuation gap between current share price and the Edison research valuations. Those Edison valuations are pretty lofty. It means they would be hypocritical recommending a takeover offer unless it is pitched significantly higher than the current share price.

I'm really pleased for the company that they were able to survive several years of difficult times and now get to reap the rewards. I really hope they don't sell shareholders short and let overseas interests take them over cheaply just as profits start ramping up.

http://www.wsj.com/articles/u-s-new-...ril-1464098576

Fundamentals keep getting better and stronger for Tenon so a sale should fetch a good price.

A month to go on Tenon's indication to the market of news in Q2.