Merger Arb Mondays (20 Feb) - AAG Energy, Yashili, Toyo, Nitro, Origin Energy, Newcrest, O2Micro
This week, the highest gross spreads are VNET (81.0%), Alliance Aviation (36.5%), Origin (28.6%), 111 (22.4%), Golden Energy (19.3%), Genesis...
621 Views
Merger Arb Mondays (13 Feb) - Newcrest, Nitro, Norwest, Boustead, Toyo, Ihara, Iwasaki Electric
This week, the highest gross spreads are Alliance Aviation (37.3%), VNET (30.0%), Origin Energy (27.5%), 111 (23.2%), Golden Energy (21.1%), Toyo...
582 Views
Barrick Gold Stock: No Thank You
Barrick Gold Corporation's stock is bearish on the premise of underwhelming operational performance and an overblown gold price outlook.
557 Views
Newcrest Mining (NCM AU): Newmont’s Light All-Scrip Offer
The offer is light in terms of peers' multiples. The Board should seek better terms by granting due diligence. There is also a chance of counterbid...
534 Views
Newmont Proposes Taking Newcrest Back Into The Fold
Newcrest will, in all likelihood, grant due diligence to Newmont. I don't expect any FIRB pushback. Look to short Newmont late in the day, and buy...
675 Views