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Jesus Rodriguez Aguilar

Jesus Rodriguez Aguilar
European Event-Driven Analyst

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05 Dec 2025 18:29

Inocsa Secures 98% of Catalana Occidente; Squeeze-Out Now in Play

Inocsa now controls ~98% of Catalana Occidente after a 94% acceptance rate, enabling a squeeze-out at €49.75. Delisting is imminent and the...

bullishVivendi SE
04 Dec 2025 06:51

Selected European HoldCos and DLC: November 2025 Report

Holdco discounts diverged in November: GBL strengthens its case, Investor stays rich, Porsche SE sits at structural levels, Vivendi’s setback...

02 Dec 2025 08:30

Zegona Communications: From Turnaround to Capital Return Vehicle with M&A Optionality

Zegona has transitioned from turnaround to capital return, unlocking €1.8bn, reducing leverage, and remaining a live M&A target—offering 20–50%...

bullishAedas Homes SA
30 Nov 2025 22:00

CNMV Clears Neinor’s OPA; Mandatory €24 Offer for Aedas Minorities Now Base Case

CNMV approval confirms Neinor’s voluntary OPA, but minorities are positioned for a mandatory €24 offer. With Aedas at €23.65, a near-certain...

bullishErcros
30 Nov 2025 21:00

Bondalti-Ercros: From Regulatory Clearance to Shareholder Countdown

Bondalti’s bid for Ercros is fully cleared. Only shareholder acceptance remains. A 6% spread offers short-dated carry into early 2026, but...

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