National Storage REIT Placement - Past Deals Have Done Well but Stock Looks Toppish
National Storage REIT (NSR AU) (NSREIT) aims to raise around US$200m (A$300m) via an institutional placement. In this note, we run the deal through...
282 Views
AOF Trading at the Dividend-Adjusted Unaffected Price
Aliro will return with an updated proposal within two weeks. Risk/reward favourable as the upside (14.7% to the offer + Sep div) exceeds the likely...
295 Views
AOF’s Efforts to Maximise Value Draws an Offer from Aliro Group
Aliro Group has lobbed an underwhelming offer of A$2.45 per unit + permitted distributions. AOF's ongoing engagement with various parties suggests...
261 Views
Irongate’s Scheme Meeting on 29 June, IE’s Opinion
The IE considers the offer to be fair and reasonable. At the last close price and for the 15 July implementation date, the annualised spread is 9.2%.
420 Views
Centuria Industrial REIT - Past Deals Have Done Well, but This Deal Is Much Bigger
Centuria Industrial REIT (CIP AU) is looking to raise AUD300m to partially fund its acquisition of industrial assets. We will share our thoughts on...
261 Views