Harita Nickel IPO: The Bear Case
The key elements of the bear case rest on weakening market sentiment, high single-customer dependence, gross margin pressure, high cash burn and...
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Harita Nickel IPO: The Bull Case
The key elements of the bull case rest on good underlying revenue growth, near-term capacity expansion, high profitability, capex nearing the peak...
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IGO/Western Areas: Battery Mineral Grab
Western Areas has generally underperformed peers over the past year. It is clearly in place. and if not from IGO, there's no reason another suitor...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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Independence's Hostile Offer For Panoramic
After a "number of unsuccessful attempts" to engage Panoramic Resources (PAN AU)'s board in talks on a change of control, Independence Group Nl...
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