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Silk Logistics Holdings Ltd ASX:SLH

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

202420252026

31 Aug 2023 to today

Commentary Showing 2 of 6

DateManagerActionSummary

30 Nov 2024Cyan Investment ManagementExitCyan Investment Management exited its position in Silk Logistics Holdings Ltd following a takeover offer from DP World Australia at $2.14 per share via a Scheme of Arrangement supported by the Board. Cyan Investment Management sold its shares on market near the takeover price, concluding a counter-bid was unlikely and preferring to redeploy capital into other opportunities rather than wait for Scheme completion.

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31 Oct 2024Asymmetric Asset ManagementHeldThe manager notes the fund's position in freight and logistics business Silk Logistics had been disappointing in share price terms, having earlier drawn attention to the excessive 29% discount to the small cap industrial median on an EV/EBIT basis. After meeting management in September following the full-year result, the manager determined the investment remained compelling due to the extent of underpricing despite the absence of a clear re-rating catalyst. The manager observes the low share price drew out strategic acquirer DP World at a price 48% above the undisturbed close, concluding the cure for Silk's low price was simply a knowledgeable buyer who identified attractive assets worth far more than where the market was pricing them.

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4 more comments on SLHPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on SLH.

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About Silk Logistics Holdings Ltd

Industrials, Road and Rail

Silk Logistics (ASX:SLH), a port and contract logistics provider, was acquired by DP World. In November 2024, Cyan Investment Management reported Silk rose 60% after receiving a takeover offer from DP World Australia at $2.14 per share. Asymmetric had described Silk's share price performance as disappointing earlier in 2024, despite a solid business providing container transport from wharves and contract warehousing, and Cyan noted earlier challenging trading conditions. Silk Logistics operates in the Industrials sector within the Road and Rail industry, and Thesis Tracker has captured 6 comments from 2 fund managers, Cyan and Asymmetric. Headquartered in Melbourne, Silk Logistics provides port-to-door landside logistics, including wharf cartage, container storage and contract warehousing and distribution, for importers and exporters across major Australian ports, and has been acquired by DP World.

Market cap: $175m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Silk Logistics Holdings Ltd (ASX:SLH)?

Fund managers including Cyan Investment Management and Asymmetric Asset Management have invested in Silk Logistics Holdings Ltd (ASX:SLH).

What opportunities or catalysts do fund managers highlight for Silk Logistics Holdings Ltd?

Cyan highlights DP World's $2.14 per share takeover, a significant premium that delivered value to shareholders.

What are the key risks to the Silk Logistics Holdings Ltd investment thesis, according to fund managers?

Asymmetric and Cyan note disappointing share price performance and challenging trading conditions before the takeover.

What does Silk Logistics Holdings Ltd (ASX:SLH) do?

Silk Logistics Holdings Limited (ASX: SLH) provides port logistics and contract logistics services. Its port logistics operations include wharf cartage services, while contract logistics covers warehousing and distribution services. The company operates in Victoria, New South Wales, Queensland, Western Australia and South Australia, offering these principal activities across each region.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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