AAG Energy (2686 HK): Is Xinjiang Xintai Returning for Another Bid?
The bid is likely privatisation through a scheme. Multiples from Xinjiang Xintai’s previous voluntary cash offer in 2018 suggest an offer north of...
496 Views
AAG Energy (2686 HK) Suspended: Xinjiang Xintai Offer?
If simply using the average premium to last close in HK takeovers of 37% in 2022, then an Offer price of ~HK$2.30 is feasible, which is a lifetime...
547 Views
Kunlun Energy (135 HK): Kunlun Gas to Lead Re-Rating
Impressive performance at Kunlun Gas should serve as a driver for the re-rating of Kunlun Energy. More downstream acquisitions are the key...
398 Views
AAG Energy Holdings - Partial Offer Arb Grids
As David Blennerhassett discusses in AAG's Partial Offer from Xinjiang Xintai, a subsidiary of Xinjiang Xintai Natural Ga-A (603393 CH) named...
380 Views
AAG Energy's Partial Offer from Xinjiang Xintai
Last night, AAG Energy Holdings Ltd (2686 HK) (mkt cap US$687mn; vol US$0.25mn) announced a partial offer from Xinjiang Xintai Natural Ga-A (603393...
417 Views