Infigen Energy Deal - Interesting Optionality
The AFR's Street Talk mentioned the possibility of a deal for Infigen Energy (IFN AU), which owns and operates wind farms in NSW, South Australia...
497 Views
Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
700 Views
Just Eat Takeover Offers Bumped and Now Final - I Expect Takeaway Takes It Away
I expected this deal to get to a Takeovers Panel-driven auction. I was wrong. Thursday morning 19 December 2019 pre-open, as Just Eat PLC (JE/ LN)...
818 Views
Perpetual Angles For A Bump In ERM Power
On the 22 August, Australian energy company Erm Power Ltd (EPW AU) entered into a Scheme Implementation Deed (SID) with Shell Energy Australia...
513 Views
Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
1.1k Views