#SAI Global's (SAI) failure to find a buyer show how diversification can be a double edge sword
Brendon Lau
Vantage Point Partners
#SAI Global's (SAI) failure to find a buyer show how diversification can be a double edge sword. No one wants all of SAI - it's like the company has its own built in poison pill. This was true back in 2008 when Intertek bought and sold a strategic stake in the business, and sadly for shareholders, it remains true today. For this reason, PanAust (PNA) and Wotif.com (WTF) have a higher probability of consummating a marriage.
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I am with Australia's leading small caps investor relations and media relations firm, Media & Capital Partners. I worked as a small caps analyst and journalist prior to MC Partners. Views are my own and should not be regarded as advice or recommendations. I may own securities mentioned in my blogs and seek to do business with companies listed in my write-ups.
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Brendon Lau
Associate Director - Investor Relations
Vantage Point Partners
I am with Australia's leading small caps investor relations and media relations firm, Media & Capital Partners. I worked as a small caps analyst and journalist prior to MC Partners. Views are my own and should not be regarded as advice or...
Expertise
No areas of expertise
Brendon Lau
Associate Director - Investor Relations
Vantage Point Partners
I am with Australia's leading small caps investor relations and media relations firm, Media & Capital Partners. I worked as a small caps analyst and journalist prior to MC Partners. Views are my own and should not be regarded as advice or...
Expertise
No areas of expertise
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