Letters by company

Wesfarmers Ltd

1 letter discussing WES. Everything written about it on this site is on its ticker page.

Forager Funds Management Australian Shares Fund Monthly Report March 2024 Paragon Care became a materially larger holding as Forager backed its merger with CH2, which would bring experienced owner-management, pharmacy-distribution scale and potential synergies. The manager argues that CH2’s independent position, growing pharmacy share and strengthened hospital business can transform Paragon despite governance, liquidity and sector-return risks. March 2024 PGC $162M