Elliott's Proposals Test BHP's Metal
A little over a week ago, Elliott Advisors (HK) Limited issued a number of proposals via an open letter to the board of BHP Billiton Limited (BHP...
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Dismantling the Dual-Listed Structure Unlikely to Add Value to BHP
U.S.-based activist investor Elliott has proposed three initiatives with the goal of unlocking value for BHP Billiton shareholders. First, Elliott...
356 Views
False Dawn:Â The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
342 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
401 Views
Bradken - Mine, All (Well, Not Quite) Mine
A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a...
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