Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Earlier today, <a href="https://www.smartkarma.com/entities/21452" target="_blank" data-smartkarma-citation="entities:21452:1">Eramet (ERA FP)</a> <a href="https://www.asx.com.au/asxpdf/20180711/pdf/43wfsdq9wsxnm2.pdf" target="_blank">announced</a> its A$1.75/share Offer had gained 52.55% control of <a href="https://www.smartkarma.com/entities/19702" target="_blank" data-smartkarma-citation="entities:19702:1">Mineral Deposits Ltd (MDL AU)</a>. This occurred shortly after MDL's board of directors reversed its early position, and <a href="https://www.asx.com.au/asxpdf/20180710/pdf/43wfh3fqkyc8tz.pdf" target="_blank">recommended shareholders accept the Offer</a>. Acceptances at the end of the day <a href="https://www.asx.com.au/asxpdf/20180711/pdf/43wg81r28nlz9r.pdf" target="_blank">totaled 62.90%</a>.
The focus of Eramet's offer was the titanium dioxide and zircon business (known as TiZir) in Senegal and Norway, in which Eramet and MDL each held a 50% interest since its formation in 2011.
MDL…

Earlier today, Eramet (ERA FP) announced its A$1.75/share Offer had gained 52.55% control of Mineral Deposits Ltd (MDL AU). This occurred shortly after MDL's board of directors reversed its early position, and recommended shareholders accept the Offer. Acceptances at the end of the day totaled 62.90%.
The focus of Eramet's offer was the titanium dioxide and zircon business (known as TiZir) in Senegal and Norway, in which Eramet and MDL each held a 50% interest since its formation in 2011.
MDL…

Eramet Clinches Mineral Deposits in Hostile Bid

Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<div>In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further, and for the composition of growth to evolve, reflecting four key developments.</div><ul>
<li>Slower growth of the working age population (which is largely baked in).</li>
<li>Urbanisation to continue albeit at a more gradual pace.</li>
<li>The still large productivity gap between China and advanced economies to narrow further, the speed of which is subject to the implementation of…</li>
</ul>

In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further, and for the composition of growth to evolve, reflecting four key developments.
Slower growth of the working age population (which is largely baked in).
Urbanisation to continue albeit at a more gradual pace.
The still large productivity gap between China and advanced economies to narrow further, the speed of which is subject to the implementation of…


Australia

MD 064 377 420 Pty Ltd mines and processes heavy mineral sands. The Company offers zircon, titanium minerals, rutile, and leucoxene.

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Mineral Deposits (MDL AU)

Eramet Clinches Mineral Deposits in Hostile Bid

Earlier today, Eramet (ERA FP) announced its A$1.75/share Offer had gained 52.55% control of Mineral Deposits Ltd (MDL AU). This occurred shortly...

David Blennerhassett

RBA Downbeat on Commodity Price Outlook

In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...

Sam Ferraro

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