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Alumina Ltd (AWC AU)
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74
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Materials
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Australia
Alumina Limited is an Australian resource company that produces alumina. The Company owns about 40% of Alcoa World Alumina and Chemicals through a joint venture with Alcoa.
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Alumina Ltd
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12 Mar 2024 16:01
Alumina (AWC AU): Alcoa’s Binding Proposal Aided by Alcoa’s Re-Rating
While the offer is not a knockout bid, the 15% increase in Alcoa shares lowers the headcount risk from retail opposition and lowers the bump...
Arun George
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296 Views
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bullish
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Alumina Ltd
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12 Mar 2024 09:37
Alumina/Alcoa: Binding Agreement On The Same Terms
Reg approvals should be fine. CITIC should be supportive. Current gross/annualised spread of 3.6%/8.0%, assuming late-Aug completion. Look to short...
David Blennerhassett
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283 Views
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bullish
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Alumina Ltd
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05 Mar 2024 23:53
Alumina (AWC AU): Further Thoughts on Alcoa’s Proposal
Readers have asked about CITIC Resources' voting intentions, the probability of a bump, and the likelihood of Aloca shareholders supporting the...
Arun George
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398 Views
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bullish
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Alumina Ltd
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05 Mar 2024 16:49
Alumina (AWC AU) Agrees To Alcoa's Offer
AWC is trading wide. You have Allan Gray on side, and a 50% vote at AA (for the share issuance). And terms allow CITIC to roll up its shares into a...
David Blennerhassett
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532 Views
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bullish
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Alumina Ltd
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26 Feb 2024 18:08
Alumina (AWC AU): Alcoa’s All-Scrip Non-Binding Proposal Seems Opportunistic
While strategically sensible, the offer is not a knockout bid. The headcount test is a risk as retail forums suggest a majority view forming...
Arun George
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244 Views
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