Uniti Group (UWL AU) And Morrison & Co Enter Into "Exclusive Discussions"
This remains an indicative Offer. The fact Morrison has been granted exclusivity suggests pricing is approaching full value. Trading ~13.5% below...
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Uniti/OptiComm: High-Fibre Diet
Fibre network operator OptiComm Ltd (OPC AU) was listed on the 22 August 2019 at $2.00/share, and promptly gained 50% on its debut. It continued...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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It's Getting Hot in Here in Broadband, and No Cool Reprieve from NBN
Competition in fixed-line broadband is fierce, and likely to intensify as the industry migrates to National Broadband Network, or NBN. Demand for...
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Smartkarma Event Driven: 2016 Year in Review
2016 was an interesting and exciting year in the event driven space with lots of bumps and unexpected breaks. In this insight, we take a look at...
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