Senex Energy Enters Into Scheme With Posco
The Offer price is full. Trading at a gross/annualised spread of 1.9%/6.8%, including the A$0.05/share dividend. This is a done deal. Play the...
440 Views
Senex (SXY AU): Posco's Looming Offer
Given DD has been afforded, $4.40/share is approaching full value Currently trading just below terms. I think $4.60/share will garner board...
434 Views
ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
701 Views
Santos/Oil Search: Getting Facts Straight
I would expect Oil Search to engage at ~0.66x, or ~25% premium to last close using both share prices as 24 June. I'd be buying here. I would expect...
461 Views
Seven Group Holdings Placement - Good Track Record but Still a Large Deal to Digest
Seven Group Holdings (SVW AU) aims to raise around A$500m (US$38m) via an institutional placement to primarily help reduce its gearing and provide...
484 Views