Allkem/Livent: Enlarged Charging Unit
As Travis pointed out, a cross-border arb will be "difficult" because lithium is a bouncy theme and one could get legged pretty easily. To this,...
441 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Identifying Potential Changes
There could be 4/5 A-shares added to the index in June resulting in up to 3 deletions. One-way turnover will be 15% and the one-way trade nearly...
759 Views
Weekly Deals Digest (07 May) - Mankind, Nexus, Tata Tech, AAG, Golden Energy, Lian Beng, Penguin
Last week, notable developments occurred in Event-Driven (Estia, Healius, Liontown, Golden Energy, Lian Beng, Penguin, Oishi) and ECM (Mankind,...
284 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Liontown, AAG Energy, Penguin, Lian Beng, Golden Energy
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
352 Views
Liontown: Counter-Bid All But Baked In
Get involved on any material dips. Liontown may engage ~A$2.75 - an impressive 80% to undisturbed. Albemarle will release 1Q23 results on the 3...
290 Views