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已经持有的人都在偷着乐呢，虽然A2 baby formula去年才开始做，占总收入比重不大，但只要有来自中国的需求，此公司上升空间非常大。澳洲人本土的需求对股价反而显得没那么重要。
a2's Dean Foods bid presents udder path to US
Dairy giant Dean Foods has given a2 Milk Company its one-way ticket to the United States, but a2 shareholders want to see their board push for a higher offer before agreeing to anything.
The theory among fund managers is that a2 had Goldman Sachs preparing an equity raising so it could accelerate expansion plans in the United States. The company started distributing its unique dairy product into the US through California in April, and had plans to expand quickly.
Instead Dean Foods Company, America's largest processor and direct-to-store distributor of fluid milk, intercepted. As Street Talk Online revealed on Tuesday, it made an indicative takeover bid alongside ASX-listed Freedom Foods.
Interestingly, the indicative offer was conditional on a2 not issuing any extra shares and therefore cancelling the proposed equity offer. Moelis & Co is advising the bidders.
For Dean Foods, Freedom was a natural place to start given it is a2's largest shareholder with a 19 per cent stake.
While the value of Dean and Freedom's bid is not known, fund managers and analysts reckon there could be value at as much as $NZ2 a share, assuming the North American rollout is successful.
They reckon there is also plenty of potential cost-outs and distribution synergies for a large player like Dean. As Kiwi broker Forsyth Barr's team pointed out, head office costs, administrative costs and fees paid to milk processors could be dramatically reduced if a2 was taken over by a large consumer goods or dairy company.
It's also not the first time a2 has revealed trade interest. The company said it had received approaches in early 2012, which triggered a strategic review.
And there's nothing like a takeover offer to make the market take notice of a company. a2's Australian shares have traded flat since listing on the ASX in March, while across the Tasman the stock had dropped from NZ70¢ to NZ55¢ over the past year.
Hedge funds have rolled on to the register in the past two days – although most of the trading has happened through the NZX. |
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发表于 2015-4-23 17:47
$1 soon 有人要收购
