2 Comments
author

Correction by "Stock Forester" on X. There will be No dilution. Even better.

"

Was looking at your NWL write-up and I also have been long quite some time.

I do think you made one critical error.

Newlat Group is selling some of their shares as part of the deal

To be clear: Newlat Group is the company owned by the Mastrolia family and the largest shareholder of Newlat Food.

Really like your investment style!

Yesterday, 1:55 PM

Oh thanks, so even better, no dilution right?

Yesterday, 3:30 PM

1 new message

Correct, no dilution for current shareholders.

The family will just hold a smaller portion. "

Expand full comment
deletedJun 23Liked by Emerging Value
Comment deleted
Expand full comment
author

So far I don't have many like this!

Expand full comment