VALUE30 Apr 2023 01:39
Listen, at the end of the day, us LTH’s believe in beauty, nutrition & ingenuity. There’s 3 divisions in play. As it stands, nutrition is our biggest asset . Apollo may want the whole group for £3bn but if nestle, Coca Cola want a part, they’re not gonna let apollo nick it. IMO, there are far too many things in play. These are big boys and if they want to buy it all and strip out what they don’t want, they will (they will not want to risk losing something that might not come to the market again for another 10 years). This will not be sold on the cheap - as I’ve said before, water, like the market, will find its own level. One way or another (I think), this will come good for LTH. It’s all very well well saying it would be 200 - 300% premium to the SP, but when the SP has been so detached from reality, it actually doesn’t make any sense. This is when the big hitters come out to play. GLA,