Comment / EXCLUSIVE: WiseWhite & Sons – E2open deal, Schenker rollout, pipeline & debt

ID 166098426 © Phuttaphat Tipsana | Dreamstime.com

Ok, so, I asked on your behalf:

“Is the transformational E2open deal announced a month ago, in your view, cheap or dirt cheap?”

And:

“Was it pure coincidence that WiseTech went for it as the DSV-Schenker deal closed, while the market to target is a lot more mature, given your several wins with global logistics services providers [GLSPs] in recent years?”

(Then, capital structure risk, GLSP pipeline, cost of funding, plus…)

Hold your horses.

Rationale

I had the pleasure of talking to WiseWhite & (M&A) Sons today, ...