Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
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Last Week in Event SPACE: Softbank, Sydney Airports, SPH, SingTel, Oil Search, Japex/Inpex, Nippo
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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BHP DLC Unification - Spread Narrower, Waiting on the Circular and Management Press
The BHP PLC/Limited Unification trade has moved. BHP is lower, mostly on sectoral risk, the spread is narrower, on risk arb risk-taking, and...
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Ventia IPO - At Your Service, Everywhere
Ventia, an infrastructure services provider, aims to raise up to US$821m via a mix of selling primary and secondary shares, in its Australian IPO....
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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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