Huntsman / Clariant: M&A "Acquirer" Activism - Can Corvex and 40 North Disrupt?
In a statement made public on 4-Jul-17, two Clariant investors, now controlling 10.1% of the company, spoke out against the pending Huntsman /...
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Huntsman / Clariant: Is a Counterbid for Clariant Likely?
When the $20bn Huntsman / Clariant merger-of-equals was announced, it was generally met with disappointment by shareholders from both sides, but...
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The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
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