If Woodside Buys BHP Petroleum for Scrip, There Will Be Flowback
Woodside and BHP may announce WPL will buy BHP's oil & gas business for scrip. An announcement could come in the next 36 hrs. It would mean a huge...
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Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
144 Views
Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
356 Views
Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
185 Views
Video: Lepidico | Company Presentation | Edison Open House: Transport Futures 2021
Lepidico Ltd is an ASX-listed Company focused on exploration, development and production of lithium. Its current exploration assets include options...
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