291 HK: Jon's Beer is Now Really, Really Cheap
Jon Foster's original piece on the CRH deal for 70+% of CRE's assets suggested "Beer is Cheap, but is it Cheap Enough?". I put out a set of tables...
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Jon's Beer is Even Cheaper! Arb Calcs III - The Revision
After the China Resource Enterprises Significant Disposal Proposal announcement a bit over 6 weeks ago, Jon Foster published a...
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Jon's Beer is Cheap II: The ArbCalc gone ex-div
After the China Resource Enterprises Significant Disposal Proposal announcement a bit over a month ago, Jon Foster published a...
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Jon's Beer is Cheap - The Arb Calculations
This piece is just a fork in support of Jon's piece on China Resources Enterprise.It makes no judgments about good deal, bad deal, etc. It assumes...
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