Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
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APM Human Services IPO - Strong past Growth but Has Ample Unhappy Employees and Clients
APM, an international human services provider, aims to raise around US$730m in its Australian IPO. APM runs 800 sites spanning 10 countries with...
409 Views
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...
296 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...
274 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.
240 Views