Saputo will win the cheesy war
Ninus Kanna
Quay Global Investors
Saputo will win the cheesy war. We take a look at the players for Warrnambool Cheese (WCB) and find that Saputo has immense buying power -- just on interest rate differentials, it could theoretically pay $15 for WCB. However, it won't -- like a poker match, it just needs to hold for the others to fold. Read more here (VIEW LINK)
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Ninus has over seven years experience in equity research. Having recently worked at Fairmont Equities, Ninus has previously advised institutional clients with firms CLSA, ING Investment Management, Merrill Lynch and Morningstar. He is also an Executive Director of Future Direction Network, a not-for-profit aiming to improve university attendance among students in South-West Sydney. Ninus has a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and a Bachelor of Economics from Macquarie University.
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Ninus Kanna
Investment Writer
Quay Global Investors
Ninus has over seven years experience in equity research. Having recently worked at Fairmont Equities, Ninus has previously advised institutional clients with firms CLSA, ING Investment Management, Merrill Lynch and Morningstar. He is also an...
Expertise
No areas of expertise
Ninus Kanna
Investment Writer
Quay Global Investors
Ninus has over seven years experience in equity research. Having recently worked at Fairmont Equities, Ninus has previously advised institutional clients with firms CLSA, ING Investment Management, Merrill Lynch and Morningstar. He is also an...
Expertise
No areas of expertise
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