US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
Rio Tinto/Arcadium: Home Straight After CFIUS Nod
The key reg approvals have been satisfied. Any pullback on Trump blustering is a buy. Trading at a ~3.2% gross return for the Aussie line. That's...
542 Views
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
885 Views
Arcadium Lithium (ALTM US/LTM AU): Scheme Vote on 23 December as Risks Mount
A tempting wide gross spread comes with a health warning due to a long-dated offer with potential regulatory and shareholder approvals risks.
1.2k Views
Rio Tinto/Arcadium: More Brine To Compliment Rocks
This looks done.Trading at a 6.1%/8.6% gross/annualised return using mid 2025 completion. That's okay. Not super attractive. Additionally, run a...
657 Views