Selected European HoldCos and DLC: January 2025 Report
Discounts to NAV of covered holdcos mainly tightened during January 2025. What seems interesting (unchanged views): Porsche SE vs. listed assets...
212 Views
Selected European HoldCos and DLC: July-Aug. 9 '24 Report
Discounts to NAV of covered holdcos generally tightened during July and first week of August. What seems interesting: Porsche SE vs. listed assets...
238 Views
Weekly Deals Digest (16 Mar) - Rio Tinto, De Grey, HKBN, ESR, Seven & I, Makino, Tenma, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan,...
234 Views
Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
228 Views
Rio Tinto (RIO LN/RIO AU): Thinking About Unification
A Grant Thornton report supports unification. The board's case is strong primarily on tax costs, while Palliser's case is strong on post...
582 Views