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 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...

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