29 Quotes by Atul Lele
- Author Atul Lele
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It's a very appropriate price for Patrick. Toll is going to become a very powerful player in the industry.
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It looks like a good deal and it highlights the international plans and opportunities that Macquarie Media has.
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It's certainly a real positive for Toll in terms of achieving its strategic plans in transport.
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It's an excellent outcome for Toll even though they had to make a significant number of concessions.
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The volatility of international equity, interest rate and currency markets has the potential to significantly alter the value of the funds' assets.
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Around A$800 million would be a good price to achieve for Myer, given its recent disappointing sales data and the expectation that margins have also been squeezed.
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Their earnings are more defensive than much of the discretionary retail sector and they manage it better. It's helping them in this period and will keep helping them in the future.
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The cost of the expansion is higher than we expected, but diamond prices and demand have been buoyant, which means the project will meet returns targets.
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In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.
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