OZ Minerals (OZL): BHP Offer Swiftly Rejected
BHP's offer to acquire all shares in OZL at A$25/share (32% premium to last close) was rejected. There should be a higher offer coming in and could...
398 Views
S&P/ASX Index Rebalance Preview: Potential Changes in May & June
There could be one change in May followed by a bunch of changes in June. SVW and LKE could be added on 3 May following CWN's privatisation. TAH's...
504 Views
Ramsay Health Care (RHC AU): Indicative Proposal from KKR & Index Implications
A KKR led consortium has made a conditional, non-binding, indicative proposal to acquire 100% of Ramsay Health Care (RHC AU) at A$88/share in cash....
521 Views
Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
178 Views
Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
382 Views