Ebos Limited EBO

[bull....]

private equity own quite a few distributors.

i see ebos buying

EBOS increases its shareholding in Transmedic to 90%


https://www.nzx.com/announcements/423790

the interesting thing to me and i know they have said they are not in discussions with paragon at this time is that transmedic operates pretty much in all the same countries as paragon.
So im still not ruling out ebos moving on paragon at some stage and merging both paragon and transmedic together to create a asia power centre.
the announcement in regard to paragon said at this point in time so it did not rule out the future. ebos had an interest in looking at paragon back in yr18

good result I see they i saying looking at more growth options in sth east asia thru transmedic as i highlighted above paragon operates in the same markets be a natural fit with transmedic hopefully they look at it

[bull....]

ah ebos missed the boat , paragon got a takeover offer last night will be a bigger competitor now for transmedic

[Filthy]

ah ebos missed the boat , paragon got a takeover offer last night will be a bigger competitor now for transmedic

its not really that clear whats happened yet..... a tiny paragraph hidden on page 6 of the PGC HY report, which just references a merger with CH2, but no detail on the transaction itself....

[bull....]

its not really that clear whats happened yet..... a tiny paragraph hidden on page 6 of the PGC HY report, which just references a merger with CH2, but no detail on the transaction itself....

no details because happened late yest and they accepted , so they be working out details today etc to announce at some stage

wonder if thats why ebos share down so much today

[Filthy]

no details because happened late yest and they accepted , so they be working out details today etc to announce at some stage

yep agree - would expect a TH until they release more info; think it could be read as a sale or an acquisition though? i.e. could be something similar to https://paragoncare.com.au/sites/def...me_2341934.pdf - so PGC shareholders not necessarily going to receive a TO offer?

[bull....]

yep agree - would expect a TH until they release more info; think it could be read as a sale or an acquisition though? i.e. could be something similar to https://paragoncare.com.au/sites/def...me_2341934.pdf - so PGC shareholders not necessarily going to receive a TO offer?

you could be right , if so your end up with shares in a bigger company so in theory should be better. and ebos end up with a bigger competitor in asia

[bull....]

there it is combined entity will be a 3.5billion company to take on transmedic

anyway i guess it opens up the possibilty of ebos buying the merged entity

[Filthy]

still needs a >50% vote in late May, subject to an independent & in absence of a 'superior proposal', so EBO could still gazump last min if they wanted. but yes, most likely is... they look at the larger entity (one day... once the dust settles).

[Filthy]

there it is combined entity will be a 3.5billion company to take on transmedic

PGC up 46% today on the news. great for punters eh bull. I wonder what EBOs think - reckon they will be watching closely....

[bull....]

PGC up 46% today on the news. great for punters eh bull. I wonder what EBOs think - reckon they will be watching closely....

yep nice gains ( i own pgc obviously lol ) , CH2 looks like a well run company and with there management taking over transmedic might have a bigger competitor now in the same markets.