Aristocrat Leisure's Playtech Acquisition, Entitlement and Shortfall
Aristocrat Leisure (ALL AU) aims to raise around US$1bn via a renounceable entitlement offer to partly fund its acquisition of Playtech Plc (PTEC...
290 Views
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...
269 Views
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.
233 Views
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...
473 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...
309 Views