Jason Teh
Jason Teh
across cash complete component definitely engineer higher hurdle lure remove toll
If you remove the regulatory hurdle it paves the way for Toll to financially engineer how they can complete it. A higher cash component would definitely lure them across the line.
australian decisions global good huge market picture prices stocks
It's not always a good thing for Australian stocks when commodities prices go up. I look at the U.S. picture first when I make decisions because the market is so huge and has a global spin-off on stocks.
bigger debt entity face gets levels market question shares start synergy toll value whether
At face value, Patrick shares should start higher. The question is whether the new Toll entity gets a re-rating in the market after the acquisition on synergy benefits, or whether debt levels will be a bigger concern.
business grow looking media top trying whether
All traditional media is looking into new areas, trying to see whether they should grow through acquisitions. Fairfax is trying to grow the business at top price.
against balance help materials people potential power pricing raw shares shift steel
Globally, steel shares are up as some people are pricing in potential takeovers. Consolidation will help shift the balance of power against the raw materials suppliers.