Anglo American Rejects BHP's Increased and Final Offer
On 22 May, Anglo American rejected the last offer (0.8860) from BHP on execution risks, potential negative value impacts and additional approvals...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
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Amman Mineral International Lockup Expiry - Large Lockup Expiry, Sitting on Sizeable Profits
Amman Mineral Internasional (AMMN IJ) raised around US$714m in its Indonesia IPO, after pricing the deal at IDR1,695/share. Its eight-month lockup...
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