WES wesfarmers limited
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Ann: Intention to demerge Coles - Briefing Presentation, page-53

  1. chadshare
    616 Posts.
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    18/03/18
    11:30
    Post #: 31835833
    WES will need to go in a new direction with acquistion. Kogan would be a thought and may have synergies with its other businesses. VOC may be another thought. I am an energy bull so even STO would be worth a punt. PNG is a risk but OSH is a low cost producer with bluesky potential. They could do worse.
    WES Price at posting: $43.80 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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