Vedanta Vaulting Near 2020 Highs On Higher Commods, Higher Forecasts, But Open Offer Remote?
Vedanta Ltd is up 55+% in eight weeks since the failed RBB. EBIT forecasts are up just as much, and a Peer Basket is now >40%ytd. An Open Offer...
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Dalrymple Bay Infrastructure - Highly Curious Timing
Dalrymple Bay Infrastructure aims to raise around US$500m in its Australian IPO. DBI is owned by Brookfield Asset Management.
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Vedanta: Reaching The End Game
The prospective Vedanta Resources (VED LN) Delisting Offer for its subsidiary Vedanta Ltd (VEDL IN) is nearing its end-game. In my last insight...
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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...
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