DGO Gold: Target Statement On Gold Road’s Offer
Trading at a 1.1% gross spread. This is a long DGO Gold, short Gold Resource trade, if you can secure reasonable borrow.
571 Views
DGO Recommends Gold Road's Firm Offer
Trading at a 1.3%/9% gross/annualised spread, assuming late May settlement. This is a long GOR, short DGO trade. I'm hearing borrow of ~25bps.
320 Views
Bardoc - St Barbara Merger: Scheme Booklet Out; Still Wide + ASX200 Index Kicker
The Scheme Booklet for the Bardoc Gold - St Barbara Deal was published today. The Scheme Meeting will be held on 30th March 2022. I expect the Deal...
304 Views
Apollo (AOP AU)'s Shares Trading Through Ramelius' Revised Offer
I think Gold Road may reload - but the Ramelius' Offer price is already a 91.5% premium to the six-month undisturbed VWAP. I question how much...
283 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
356 Views