Atul Lele
Atul Lele
achieve data expectation given good margins million price recent sales
Around A$800 million would be a good price to achieve for Myer, given its recent disappointing sales data and the expectation that margins have also been squeezed.
garner great higher
For Patrick, it's great for shareholders because it should see them garner a higher price.
achieving certainly plans positive strategic terms toll
It's certainly a real positive for Toll in terms of achieving its strategic plans in transport.
anecdotal evidence market media relatively taiwanese
Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature.
australian compared fully investors looking market offshore peers seeing sentiment stock
I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term.
cost demand diamond expansion higher means meet prices project returns
The cost of the expansion is higher than we expected, but diamond prices and demand have been buoyant, which means the project will meet returns targets.
ahead business driven growth lending result
The result was ahead of our expectations. Business lending has driven growth and buoyed their earnings.
costs high increase offset people revenue view
A lot of people will view it as being high costs this period, but you'll get the increase in revenue to offset it.
available basically casinos changes completed control delays issue last
Basically this sub-concession will give them more control and it's important because it is the last available sub-concession. But the real issue for us is when their two casinos are going to be completed as there were some delays and changes to the development.
dent expansion growth process time
This has put a significant dent in Toll's expansion and growth plans. This has put an end to the bidding process for the time being.
dynamics given mining supply
In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.
player powerful price toll
It's a very appropriate price for Patrick. Toll is going to become a very powerful player in the industry.
deal good highlights looks media plans
It looks like a good deal and it highlights the international plans and opportunities that Macquarie Media has.
bank dropping level offer prudence shows view
We view the dropping of the offer as positive. It shows Macquarie Bank is maintaining a level of prudence when bidding for assets.