Faith no more: Mullen lands at Qantas (!), and...red herrings

And how to kill two birds with one stone

EV John Mullen Qantas The Toll story

Feb 27, 2024• 1 Comments•

John Mullen Headlines

Premium / Analysis: Shaky Toll Group still on life support

Comment: Health check

Allegro Financial footings John Mullen Takeover Talk The Toll story Toll Holdings

Aug 10, 2022• Comments•

Premium / Against the odds: Toll Group – from a warm multi-billion dawn to a cold multi... million sunset

Comment: When good intentions are just not enough (or turn to ashes): a heavy load that ...

Against the odds Allegro bitcoin Japan Post John Mullen Michael Byrne The Toll story Toll Holdings

May 17, 2021• Comments•

Premium / M&A radar: Toll Global Express deal done – not a A$1 sale but near...

Comment: …

Japan Post John Mullen M&A radar private equity Takeover Talk The Toll story Toll Holdings

Apr 21, 2021• Comments•

Premium / Market Insight: Toll (Express) firmly 'in the bargain basement' bin

Comment: There are deals that take forever to wrap and whose final value is an inverse ...

Japan Post John Mullen Market insight private equity Takeover Talk The Toll story Thomas Knudsen Toll Toll Holdings

Dec 1, 2020• Comments•

Premium / Market Insight: Toll gutted and on the run. Just another Friday.

Comment: Regardless of the latest election dispatch from the other side of the Atlantic*, which had ...

Japan Post John Mullen Market insight The Toll story Thomas Knudsen Toll Holdings

Nov 6, 2020• Comments•

COMPANY NOTICES

Premium / Market insight: Toll Group facing the endgame music

Comment: Soon after I dropped my son at school this morning, the following album cover from ...

Australia Post Japan Post John Mullen Market insight The Toll story Thomas Knudsen Toll Holdings

Oct 16, 2020• Comments•

Premium / Market Insight: Toll Group accused – chase the cash

Comment: An investigation by The Australian Financial Review (AFR) this week made lots of noise in ...

Australia Post Japan Post John Mullen Market insight Michael Byrne Takeover Talk The Toll story Toll Holdings

Oct 1, 2020• Comments•

Premium / M&A radar: As break-up talk swirls, the vultures circle Toll Group

Comment: The only problem with a fair assessment of the Toll story is the word limit ...

Australia Post Japan Post John Mullen M&A radar Michael Byrne Takeover Talk The Toll story Toll Holdings

Aug 17, 2020• Comments•

Premium / Market Insight: Fury intensifies as Toll Group lacks leadership, funds and pride

Comment: I tried to keep it quiet and avoid another hopeless Toll Group note, but from ...

Japan Post John Mullen Market insight The Toll story Thomas Knudsen Toll Toll Holdings

Jun 11, 2020• Comments•

Premium / Supply chain radar: Targeting Toll Group – it's the Stone Age over again, damn it!

Comment: I’ve been busy over the last few days digesting the feedback from trusted Toll Group ...

cyber attack DSV Panalpina John Mullen Ransomware attack Supply chain radar Takeover Talk The Toll story Thomas Knudsen Toll Toll Holdings

May 6, 2020• Comments•

Faith no more: Mullen lands at Qantas (!), and...red herrings

John Mullen Headlines

Premium / Analysis: Shaky Toll Group still on life support

Premium / Against the odds: Toll Group – from a warm multi-billion dawn to a cold multi... million sunset

Premium / M&A radar: Toll Global Express deal done – not a A$1 sale but near...

Premium / Market Insight: Toll (Express) firmly 'in the bargain basement' bin

Premium / Market Insight: Toll gutted and on the run. Just another Friday.

COMPANY NOTICES

Premium / Market insight: Toll Group facing the endgame music

Premium / Market Insight: Toll Group accused – chase the cash

Premium / M&A radar: As break-up talk swirls, the vultures circle Toll Group

Premium / Market Insight: Fury intensifies as Toll Group lacks leadership, funds and pride

Premium / Supply chain radar: Targeting Toll Group – it's the Stone Age over again, damn it!

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Premium / M&A radar: Mullen exit rumoured, Japan Post 'unrealistic' on Toll Group's value

Premium / Supply chain radar: Toll Group CEO – 'actioning every possible option with urgency'

Premium / Market Insight: That defining Macbeth moment looms for Toll

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Faith no more: Mullen lands at Qantas (!), and...red herrings

John Mullen Headlines

Premium / Analysis: Shaky Toll Group still on life support

Premium / Against the odds: Toll Group – from a warm multi-billion dawn to a cold multi... million sunset

Premium / M&A radar: Toll Global Express deal done – not a A$1 sale but near...

Premium / Market Insight: Toll (Express) firmly 'in the bargain basement' bin

Premium / Market Insight: Toll gutted and on the run. Just another Friday.

COMPANY NOTICES

Premium / Market insight: Toll Group facing the endgame music

Premium / Market Insight: Toll Group accused – chase the cash

Premium / M&A radar: As break-up talk swirls, the vultures circle Toll Group

Premium / Market Insight: Fury intensifies as Toll Group lacks leadership, funds and pride

Premium / Supply chain radar: Targeting Toll Group – it's the Stone Age over again, damn it!

Most read news

Premium / M&A radar: Mullen exit rumoured, Japan Post 'unrealistic' on Toll Group's value

Premium / Supply chain radar: Toll Group CEO – 'actioning every possible option with urgency'

Premium / Market Insight: That defining Macbeth moment looms for Toll

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