More Gold Fever: Gold Field's Hostile Tilt For Gold Road
Gold Road had a solid pop on the bell. Gold Fields has the clout to go higher. This is probably going higher. Gold Road needs to set the record...
526 Views
Gold Road (GOR AU): Rejects an NBIO from Gold Fields (GFI US)
The proposal is a logical consolidation to eliminate dis-synergies. The offer, while not a knockout bid, is reasonable. The offer disclosure will...
435 Views
Northern Star's Acquisition of De Grey Mining: The Many Index Implications & Flows
NST's acquisition of DEG completes in 3 weeks. There will be passive buying in NST from multiple index trackers. Either GDG or NCK will be added to...
377 Views
(Mostly) Asia M&A, Mar 2025 Wrap: ENN Energy, Gold Road, Spartan, Aeon Delight, Sinarmas, Topcon
For the month of March, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$14bn. The average premium for the new deals...
243 Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
537 Views