Dropsuite (DSE AU): Topline Selling Is A Buying Opportunity
This was, and still is, a clean deal. As the spread widening is not specifically deal related, but a forced seller, all else being equal, this is a...
344 Views
Dropsuite (DSE AU): NinjaOne's A$5.90/Share Scheme
This is a clean deal. Trading tight at 3.1%/9.8% gross/annualised spread, assuming late May completion. If in, stay in. If small, illiquid arbs are...
464 Views
Dropsuite (DSE AU): NinjaOne’s Binding Offer a Done Deal
The offer is attractive and represents an all-time high. The vote is done. At the last close, for a 20 May payment, the gross/annualised spread was...
389 Views
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
252 Views
Dropsuite Limited - Growth > Profitability Makes Sense to Us
DSE delivered a typically strong 3Q24 result, with few surprises. User growth continues to accelerate, as does net new ARR.
154 Views