OZ Minerals (OZL AU)’s SID with BHP at A$28.25
This is a done deal barring a dramatic increase in copper prices. At the last close and for the end-April payment, the annualised spread is 4.8%.
630 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
377 Views
OZ Minerals (OZL AU)’s A$28.25 Non-Binding Offer from BHP
While the offer is below the rumoured Board's target of a A$30 offer, it is still attractive. At the last close, the gross spread to the offer is...
351 Views
Weekly Stock Bullfinder - Week of 11/14
This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...
214 Views
OZ Minerals (OZL) - Copper and Comps Have Caught Up
BHP bid for OZL at a premium to market, to peer and copper-implied fair. Since then, copper and peers have rebounded. OZL is no longer trading with...
455 Views