Merger Arb Mondays (26 Dec) - Nippon Steel Trading, Conexio, Origin Energy, Warrego, OZ Minerals
This week, the highest gross spreads are Genex (56.3%), Alliance Aviation (53.2%), VNET (45.4%), Nippon Steel Trading (39.6%), Conexio (27.3%),...
791 Views
OZ Minerals (OZL AU)’s SID with BHP at A$28.25
This is a done deal barring a dramatic increase in copper prices. At the last close and for the end-April payment, the annualised spread is 4.8%.
703 Views
BHP & OZL Enter Scheme Implementation Deed - Timing, Risk, & Index Effects
BHP and OZL have entered their Scheme Implementation Deed. Given remarks a week ago, not surprising. Done deal. MAC is distant. Arb is trading...
894 Views
Merger Arb Mondays (19 Dec) - Toyo, Genesis/St Barbara, Norwest, Nitro, Tyro, Elmo, Yashili, O2Micro
This week, the highest gross spreads are VNET (57.1%), Alliance Aviation (54.7%), Genex Power (47.1%), Golden Energy (29.2%), Origin Energy...
590 Views
ASX Short Interest Weekly (Dec 9th): QBE Insurance, Bluescope Steel, Woodside Energy, BHP, CSL
We analyzed ASX short interest report for the past week and highlight short interest changes in QBE Insurance, Bluescope Steel, Woodside Energy,...
653 Views