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[sharechat] BCH / DAD merger


From: "Peter" <pmaiden@xtra.co.nz>
Date: Wed, 8 Aug 2001 06:32:49 +1200


Phil - you did a really good post a few weeks ago comparing the wealth creation abilities of BCH and WAM. Following the dialogue between youself and Snoopy on the message board about thinhs like ROIC and EVA etc has also been interesting.
 
Baycorp need to be congratulated to taking the company to the stage it has. With a market cap over $1.1B it sure has added many hundreds of millions of market value to its shareeholders.
 
Now BCH have merged with DAD the business goes to another level and it will be interesting to see how things pan out.
 
Phil - I think you will be intrigued witht the outcome if you did the same exercise, the one you did on BCH, on DAD. You could then construct a consolidated case to see how the merged Baycorp Advantage looks. The question is whether a merged outfit is going to create the saame degree of wealth that Baycorp has in the past.
 
I'd appreciate your views.
 
Peetr 

 
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