Originally Posted by
biker
Arborgen has an IPO, then Rubicon shareholders own the majority of a US listed company and can do what they wish with the shares. Clearwood is sold and the proceeds returned to shareholders and Rubicon is no more.
If The Arbogen IPO is timed right and priced right and seen as an attractive growth stock to investors, the returns to RBC shareholders could be substantial.
Not your typical nzx listed company scenario but then sometimes good returns are to be made from situations where the market doesn't get it (until it's blatantly obvious) coupled with truckloads of patience.
I think the actual value is already there.
All IMHO.
As an aside, I see RBC in a similar share price situation to BRL, where the value exists, but the market hasn't fully realised it yet.