Warrego (WGO AU): End-Game Scenarios
Unlikely to see another bump as stretched valuations and deal fatigue sets in. Trading through Hancock's terms, the slim 1.3% spread to Strike’s...
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Merger Arb Mondays (23 Jan) - Origin Energy, Warrego, Golden Energy, Yashili, Kingston, O2Micro
This week, the highest gross spreads are Alliance Aviation (36.5%), VNET (27.1%), Golden Energy (26.8%), Genesis (24.4%), Origin Energy (23.5%),...
427 Views
Weekly Deals Digest (22 Dec) - Kingston, Fengxiang, Yashili, Golden Energy, Olam, SSREIT, Warrego
Last week, notable developments occurred in Event-Driven (Norwest, Origin, Warrego, CIIF, Fengxiang, Kingston, Yashili, Golden Energy, Olam,...
422 Views
Norwest Energy Rejects MinRes' Offer
MinRes needs to bump here. This is an easy win if they do. Take down borrow on MinRes and set up a Short MinRes, Long NWE
353 Views
Norwest Energy (NWE AU): Valuation Read Across from Warrego’s Takeover Battle
MinRes' offer is open. Hancock’s latest bid for Warrego suggests that Norwest is worth at least 20% more than MinRes’ offer. Expect the Board to...
363 Views