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Ann: Intention to demerge Coles - Briefing Presentation, page-19

  1. Gindaldan
    2,068 Posts.
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    16/03/18
    10:43
    Post #: 31800601
    True, but depends on the suitor. Amazon competes with their other businesses. Can’t see them wanting a major threat having a substantial distribution network via Coles.

    The Germans? May not care so much.
    WES Price at posting: $43.36 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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