Ferrovial & Broadspectrum: Mattresses Still In Place
A month has passed since Ferrovial announced its hostile takeover (Dec 7 2015) for Broadspectrum at A$1.35/share. When they did I suggested both...
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Ferrovial & Broadspectrum: Going To The Mattresses
Yesterday morning Ferrovial SA announced a hostile takeover of Broadspectrum Ltd (the newly re-named Transfield Services) at $1.35/share. This is...
308 Views
AmpGFX - CAD and AUD in the hot-seat
Little changed to support the rebound in EUR and weakness in the USD on Thursday. In fact dovish ECB comments and on-message statements from...
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AmpGFX - AUD pulled harder in opposite directions
The AUD is being pulled harder in opposite directions with the labour data suggesting the non-mining sector is coming to life, but weaker commodity...
330 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
313 Views