Director, RaaS Research Group, Research as a Service (RaaS)

Research as a Service (RaaS)

Director, RaaS Research Group

Insightful Financial Models and Research Analysis

Connect to the right investors through smart and insightful financial models and research analysis.

Thematic (Sector/Industry)

<ul><li>We attended the 2024 Australian Gold Conference last week at a time when gold is coming back in vogue with the gold price continuing to push to new highs in CY24, exceeding US$2,500/oz or a little over A$3,800/oz.</li><li>This environment has been good for producers, particularly the higher cost miners that have the most operating leverage to higher gold prices.</li><li>However, there are early signs that investor interest is starting to flow down through to developers, in particular more advanced ones.</li></ul>

We attended the 2024 Australian Gold Conference last week at a time when gold is coming back in vogue with the gold price continuing to push to new highs in CY24, exceeding US$2,500/oz or a little over A$3,800/oz.This environment has been good for producers, particularly the higher cost miners that have the most operating leverage to higher gold prices.However, there are early signs that investor interest is starting to flow down through to developers, in particular more advanced ones.

Australian Gold Conference 2024 Highlights: Who and What Did We Find Interesting at the Event?

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zip-co-ltd-3708706d-4978-4e29-acbc-d9702b971da9" target="_blank" data-smartkarma-citation="entities:29126:1" rel="noopener">Zip Co Ltd (Z1P AU)</a> will offer a fixed exchange ratio of 0.98 Zip shares per <a href="https://www.smartkarma.com/entities/sezzle-inc" target="_blank" data-smartkarma-citation="entities:30969:1" rel="noopener">Sezzle Inc (SZL AU)</a> share, implying a 22% premium to Sezzle’s last close price. </li>
<li>The completion conditions include Zip and Sezzle shareholder approval along with regulatory approval. The exchange ratio is fair compared to historical ranges, in our view.</li>
<li>Considering the weak investor sentiment of the BNPL sector and ongoing sector consolidation, the proposed merger is a good solution for both sets of shareholders.  </li>
</ul>



Zip Co Ltd (Z1P AU) will offer a fixed exchange ratio of 0.98 Zip shares per Sezzle Inc (SZL AU) share, implying a 22% premium to Sezzle’s last close price. 
The completion conditions include Zip and Sezzle shareholder approval along with regulatory approval. The exchange ratio is fair compared to historical ranges, in our view.
Considering the weak investor sentiment of the BNPL sector and ongoing sector consolidation, the proposed merger is a good solution for both sets of shareholders.  


Australia

Meeka Metals Limited operates as a mining company. The Company focuses on the exploration and development of gold and rare earth mineral projects. Meeka Metals serves customers in Australia.

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Meeka Metals (MEK AU)

Australian Gold Conference 2024 Highlights: Who and What Did We Find Interesting at the Event?

We attended the 2024 Australian Gold Conference last week at a time when gold is coming back in vogue with the gold price continuing to push to new...

Research as a Service (RaaS)

Zip Finally Lobs an Offer for Sezzle

Zip will offer a fixed exchange ratio of 0.98 Zip shares per Sezzle share, implying A$2.17 per Sezzle share. The exchange ratio is fair compared to...

Arun George

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