Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
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Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
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RIO TINTO PLC. Equity Research Flash Note
RIO TINTO PLC. Equity Research Flash Note Corporate & Investment Highlights Rio Tinto plc is a United Kingdom-based mining and metals...
Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
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BHP Unification: Flowfront Accelerated
BHP's Board of Directors announced Unification would go to shareholder votes. Circular out this week, and the vote 6 weeks later, and Unification...
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