IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Trade Me (TMZ NZ): A Bidding War Unlikely to Result in a Material Bump

Trade Me (TMZ NZ): Hellman & Friedman Could Again Counter-Bid Apax, but Modestly

GrainCorp (GNC AU): Pressure Mounts, Diminishing the Prospects of a Bump to the LTAP Bid

MYOB (MYO AU): A Fairly-Priced Takeover Bid from KKR

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/18531" target="_blank" data-smartkarma-citation="entities:18531:1">Graincorp Ltd A (GNC AU)</a> revealed that it received a non-binding indicative offer from the Long Term Asset Partners (LTAP) consortium. The all-cash offer of A$10.42 per share represents a 43% premium to the Friday closing price.</p><div class="content-highlight"><p>Overall, we believe that it will be in the best interest of shareholders for the GainCorp board to accept the bid. </p></div>

Graincorp Ltd A (GNC AU) revealed that it received a non-binding indicative offer from the Long Term Asset Partners (LTAP) consortium. The all-cash offer of A$10.42 per share represents a 43% premium to the Friday closing price.Overall, we believe that it will be in the best interest of shareholders for the GainCorp board to accept the bid. 

GrainCorp (GNC AU): Hard to Say No to LTAP