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08-08-2022, 08:07 AM
#2761
Originally Posted by nztx
Actually I didn't think it was too bad for a totally sober posting.
None of that sort of mind changing crap at the height I'm looking down from ..
Let's face it .. PPH holders would probably have had to be quite brave for the past years' journey
and ups and downs, with probably a few in store yet to come
Been quite a few easy multibagger opportunities elsewhere while the PPH saga has
dragged itself up and down the path like a lost sheep
I got the gist of your earlier post ….and this one. Quite insightful.
Don’t fret over being misunderstood by some.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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08-08-2022, 05:04 PM
#2762
Bit of mini break out by the looks, hopefully followed by some news around corporate activity sooner than later.
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08-08-2022, 05:47 PM
#2763
Originally Posted by sb9
Bit of mini break out by the looks, hopefully followed by some news around corporate activity sooner than later.
market probably caught on to what nztx was saying
one step ahead of the herd
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08-08-2022, 06:25 PM
#2764
Originally Posted by bull....
market probably caught on to what nztx was saying
Seems nztx might be ‘well informed’ eh bull.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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08-08-2022, 07:38 PM
#2765
Originally Posted by winner69
I got the gist of your earlier post ….and this one. Quite insightful.
Don’t fret over being misunderstood by some.
Perhaps you could share the gist with those of us who didnt understand the quite insightful post Winner
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08-08-2022, 07:41 PM
#2766
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09-08-2022, 08:50 AM
#2767
Originally Posted by RupertBear
Perhaps you could share the gist with those of us who didnt understand the quite insightful post Winner
Seems sb9 answered that …..but maybe nztx has more specific details but can’t really disclose them publicly
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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11-08-2022, 01:26 PM
#2768
Member
I suspect that PPH and the potential acquirers couldn't agree on a price. Why would the directors of PPH accept, say a 30% premium as being in the best interests of shareholders when they can see the growth the Catholic opportunity is likely to bring.
They're getting organic growth, cross-selling, able to fund development and any future acquisitions (depending on size) . Not a lot missing, except recent growth has been disappointing.
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12-08-2022, 10:12 AM
#2769
Member
Originally Posted by Nigelk
I suspect that PPH and the potential acquirers couldn't agree on a price. Why would the directors of PPH accept, say a 30% premium as being in the best interests of shareholders when they can see the growth the Catholic opportunity is likely to bring.
They're getting organic growth, cross-selling, able to fund development and any future acquisitions (depending on size) . Not a lot missing, except recent growth has been disappointing.
Yes, I agree with your sentiment - there would have to be a significant premium on the current SP to make an offer palatable, for the reasons you've stated. Happy to hold until PPH land some more of their pipeline.
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15-09-2022, 10:37 AM
#2770
The Australian reporting there is increasing speculation the buyout is close to collapsing, centred on bidders returning with lower bids than the Board would like
Given the incredible lack of updates out of the company I reckon probably spot on
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