The funds I advise are not activist funds – and we are generally not activist shareholders.
Great post, thank you for sharing John.
Agree. This is the same mistake as Swedish Match. Surprised management isn’t seeking a more aggressive level that they can easily get - if they really do want to sell
Sorry, isn’t this a “done deal” as we say?
Management projections look materially(?) ahead of consensus (195m EBITDA in fy26) with FQ1'25 tracking marginally behind consensus.
Appreciate anyone's thoughts here.
Great post, thank you for sharing John.
Agree. This is the same mistake as Swedish Match. Surprised management isn’t seeking a more aggressive level that they can easily get - if they really do want to sell
Sorry, isn’t this a “done deal” as we say?
Management projections look materially(?) ahead of consensus (195m EBITDA in fy26) with FQ1'25 tracking marginally behind consensus.
Appreciate anyone's thoughts here.