Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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Resetting the Compass: ASX Model Portfolio Update - March 2019
Tracking Benchmark during the Correction and Now looking for Alpha. Our model portfolio has performed in line with the benchmark over the past...
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KKR's Waste Measurement For Cleanaway?
Factoring in a control premium, there is easily another ~20% upside from here. CWY has a pretty open register - that won't be lost on KKR....
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KKR to Make a Move for Cleanaway?
An AFR article claimed that KKR is preparing an offer for Cleanaway. A forward EV/EBITDA multiple of 15.8x, in line with Bingo’s acquisition...
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Bingo Industries (BIN AU): Scheme Booklet Out. EGM Tabled
Board and major shareholder support. Lifetime high Offer price. The option to participate in the back-end. IE support. This is done. Trading at...
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