Cleanaway (CWY AU): EQT Deal on Track, but the Vote Won’t Be a Formality
EQT's thrice-reconfirmed offer points to a SID, but shares fell 3.6% today to A$2.66. The scheme vote should pass if dissent stays contained.
298 Views
Cleanaway (CWY AU): EQT’s Non-Binding Offer Provokes Mixed Feelings
The AFR reports that EQT’s Cleanaway takeover is progressing: 15 lenders, including major Australian, Japanese, French and Canadian banks, are...
289 Views
Cleanaway Waste (CWY AU): EQT (All But) Firms Terms. Get Involved
Assuming terms are firmed shortly, trading wide at a gross/annualised spread of 14%/28% (late-Mar completion) - net of the FY26 dividend. If not...
201 Views
Cleanaway Waste (CWY AU): EQT's A$3.13/Share NBIO Is Fair
Assuming terms are firmed and five months to complete AFTER the DD period, this is trading at a gross/annualised spread of 14%/25%. If not in, I'd...
178 Views
Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
777 Views