NZX Takeover Targets

[Marilyn Munroe]

+STU ......although, the last time someone tried that (at $1.95) it was considered 'undervalued'

The usual suspect for this would be FBU.

For a takeover to succeed depends on the view of the Commerce Commission as to whether dominance in the merchant steel market is created.

Boop boop de do
Marilyn

[iceman]

What about the requirement for quota holders to be Kiwi's.

Actually given their execution skills selling off the operational arm and remaining as a quota tenement holder has appeal.

Boop boop de do
Marilyn

Sealord is 50% owned by Japan's Nissui. Where there is a will, there is a way. There are also some strong Kiwi players (in Motueka for example !!! ) in the industry that I suspect will be gleefully watching SAN squirming at the moment !

[Baa_Baa]

ATM, vulnerable SP sitting on massive cash pile with no plans to grow shareholder wealth from it.

[flyinglizard]

Anything could be possible. From previous cases, ABA and MET are from healthcare sector. TLT and IFT are from utility/energy sector.

So NWF and GXH could be targets. The prices are not moving at all, good indicators.

[LaserEyeKiwi]

MCK - majority shareholder may look to mop up remaining shares at the current big NTA discount.

[Paradox]

PPH and PLX could be attractive for US tech companies

[Shareguy]

I’m thinking CVT, SKT, and ATM.

[tim23]

NWF by big brother next door to their farm while have to agree with poster above re APL - selling at huge discount to NTA and still paying dividend.

[Paradox]

Could we add NZX itself to this list please? Given so many unplanned outages this year, time for a better operator (eg, ASX) to take over....