No-Moat Santos Continues to Impress, Breezing Through 1Q PNG LNG Interruptions
Santos reported a strong first quarter in 2018, PNG earthquakes notwithstanding. A precautionary temporary shutdown of PNG LNG infrastructure did...
114 Views
Last Week in Event SPACE: FamilyMart, Hyundai Motor Prefs, Renault/Nissan, Fortis Health, Korea Zinc
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) has been in the sweet spot for post-merger synergies, however once Itochu...
193 Views
Signs of More Consolidation in Upstream Oil & Gas Amid Growing M&A Activity
Acquisitive companies continue their inorganic strategies. Canadian Vermilion Energy Inc (VET CN) announced on April 16 its offer to acquire...
169 Views
Harbour Formalises AUD 6.50 Bid for Santos; We Increase FVE to AUD 6.15; Take No Action Just Yet
After three and a half months all quiet on the Western Front, investor group Harbour Energy has at long last returned with its anticipated...
128 Views
Santos – Harbour Energy Returns to the Well
After rejecting a “confidential, non-binding conditional and indicative proposal” for a takeover from Harbour Energy at A$4.55/share last...
351 Views