Senex (SXY AU): Posco's Looming Offer
Given DD has been afforded, $4.40/share is approaching full value Currently trading just below terms. I think $4.60/share will garner board...
268 Views
ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
437 Views
Santos/Oil Search: Getting Facts Straight
I would expect Oil Search to engage at ~0.66x, or ~25% premium to last close using both share prices as 24 June. I'd be buying here. I would expect...
275 Views
Seven Group Holdings Placement - Good Track Record but Still a Large Deal to Digest
Seven Group Holdings (SVW AU) aims to raise around A$500m (US$38m) via an institutional placement to primarily help reduce its gearing and provide...
233 Views
ASX200 Index Rebalance: Strange As
There are 2 adds and 3 deletes. This is 'strange as' since there were 5 adds and 6 deletes expected from following the index methodology. Reece and...
515 Views