Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
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Marvelous Milton Merger Mapping Mabbled: Ratio Done, Now For The Hard Part
Marvelous Milton Merger Mapping Mabbled. The ratio is settled at 0.1863 shares of WHSP for every share of Milton. Next is the index trade... But...
492 Views
BHP Long Support
BHP unification has punished the share price with near support at 41-42 to participate in a bounce trade. Intermediate cycle calls for selling a...
315 Views
Marvelous Milton Making Its Move - New 30yr Highs On Both Stocks
Marvelous Milton and Superb SOL have just hit 30yr highs today. A magnality to be sure. 7 trading days left. Watch excess volume and the WHSP...
329 Views
Last Week in Event SPACE: BHP, WH Group, Beijing Capital Land, China Life, Macau Gaming Concessions
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
300 Views