Q: Seems like they are going to have trouble keeping up with demand. They are expanding to $900 million capacity, and then $1 billion by end of decade. If they want to grow faster and keep up with demand and capture market share, would they buy a competitor to gain more capacity faster, or?
What would you advise them to do strategically?
Could they be acquired by a larger company?
What would you advise them to do strategically?
Could they be acquired by a larger company?
5i Research Answer:
HPS.A could acquire a competitor - its current cash balance does not currently support this, but...