Essential Metals/Develop Global: Rock Steady With MinRes Support
This looks done. Trading wide at a gross/annualised spread of 10.5%/44.7%. If you can take down borrow cheaply, I'd be long Essential, short...
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Allkem/Livent: Enlarged Charging Unit
As Travis pointed out, a cross-border arb will be "difficult" because lithium is a bouncy theme and one could get legged pretty easily. To this,...
447 Views
Liontown: Counter-Bid All But Baked In
Get involved on any material dips. Liontown may engage ~A$2.75 - an impressive 80% to undisturbed. Albemarle will release 1Q23 results on the 3...
304 Views
Weekly Deals Digest (23 Apr) - HKBN, Jiangnan, Lian Beng, Yuexiu Property, ZJLD, Mankind, Adicon
Last week, notable developments occurred in Event-Driven (Essential, Healius, HKBN, Jiangnan, Lian Beng, Oishi) and ECM (Yuexiu, Adicon, ZJLD,...
377 Views
Essential Metals In Limbo As MinRes Lurks
MinRes paid above the A$0.50/share takeover price. But I'd avoid the stock here. There is no firm Offer and it is illiquid. If the shares close in...
435 Views