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Link a study in market psychology

The market propensity to believe rumours and abandon rational thought help explain the highly volatile share price performance of the country’s biggest superannuation fund administrator, Link.

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When the share price of takeover target Link Administration closed on Friday at $4.41, the company was valued about 20 per cent less than the $2.9 billion bid from Canadian company Dye & Durham.

It is not unusual for a company under takeover offer to trade on a discount of 5 per cent to 10 per cent to the offer price. A 20 per cent discount is not only rare, it is irrational.

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Tony Boyd is the former Chanticleer columnist. He has more than 35 years' experience as a finance journalist. Connect with Tony on Twitter. Email Tony at tony.boyd@afr.com

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    Original URL: https://www.afr.com/chanticleer/link-a-study-in-market-psychology-20220513-p5al6e