A Sack full of Cash and Cheap Beer (or "The Good, The Meh, and the Ugly")
This trade deserves to be looked at again and again. The fair value of the residual portion (NEWBREWCO) - i.e. what you own after the Special...
379 Views
CRE: "Beauty is in the Eye of the Beer Holder"
The title is offered with apologies to its author - Kinky Friedman, a Texan lyricist, satiricist, wannabe country singer, writer, humorist and...
488 Views
291 HK: Jon's Beer is Now Really, Really Cheap
Jon Foster's original piece on the CRH deal for 70+% of CRE's assets suggested "Beer is Cheap, but is it Cheap Enough?". I put out a set of tables...
311 Views
Jon's Beer is Even Cheaper! Arb Calcs III - The Revision
After the China Resource Enterprises Significant Disposal Proposal announcement a bit over 6 weeks ago, Jon Foster published a...
330 Views
Jon's Beer is Cheap II: The ArbCalc gone ex-div
After the China Resource Enterprises Significant Disposal Proposal announcement a bit over a month ago, Jon Foster published a...
354 Views