Conf call redux: DSV – the numbers tell you all you need to know
Jam tomorrow and jam yesterday, but never jam today
Many investors don’t know how to read the latest rally in Panalpina (PAN) stock, which comfortably traded again above Sfr170 a share for most of the day, after testing Sfr154 on Monday (the ’thanks, but no thanks for now, DSV’ day). But there remains a feeling among insiders very close to the outcome of the DSV+PAN saga that “it’s just about the money” – meaning, the charitable foundation that controls the Swiss 3PL will sell out, perhaps later rather than ...
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