Hi All I am trying to get a line on this demerger and what the boffin suggest the end values will be? I just can't seem to find any info regarding projections. I have found that after the demerger toll has a debt of 600mil and asciano is stuck with +3bil of debt. So does anybody get any advisor info that predicts the end value of both entities? Cheers
Now they have demerged, how to predict which one will represent a better value, yield etc? Does anyone has a link to research etc on these shares?
In the end I didn't act on the demerger. In retrospect it turned out to be the right decission. As far as which one to put your money into I would think Toll would be the horse. The reason is that Asciano has been loaded with debt. Sure Asciano will have the cash flow but may take some time to stabalise and utilise the cash flow beyond survival. Cheers
Yes, it has a big debt but considered as a low risk debt? Anyway, the market is looking a bit soft in the last few days. Might be a better buy elsewhere soon.
well it seems the market likes them seperate... toll is nearly up to $16, a nice price move i must say... AIO is doing ok, higher than its listing price but came back strongly from its high....
