Sanford (SAN): 3Q22 Trading Update
Sanford’s (SAN) 3Q22 update highlights strong price recovery as the key driver of total third quarter revenue of NZ$121m (+14% on 3Q22)
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Tassal: Cooke Increases Its Stake to 10.49%
Cooke has increased its stake in Tassal to 10.49%. With shareholders happy to sell despite the Board’s assertions that Cooke's bid undervalued...
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Tassal: Cooke Remains a Determined Suitor
Shares are trading in line with the rejected offer price. We think that it is likely that Cooke returns with another offer which will force the...
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Sanford: Strategy on a Plate
SanfordStrategy on a Plate RESEARCH INSIGHTS Sanford (SAN) announced its intentions for major capex investments and growth opportunities in...
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Tassal Is in the Crosshairs of a Suitor
Mr Cooke, who was previously interested in Huon, has acquired a 5.40% stake. Benchmarking to the Huon transaction multiples implies a floor offer...
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