ReadyTech’s Indicative Offer of A$4.50 from Pacific Equity Partners Good Enough?
The offer represents an all-time share price high but struck at a discount to peer multiples, suggesting room for a bump. At the last close, the...
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Pushpay: BGH/Sixth Street Keep The Faith With $1.34/Share Tilt
Pricing looks reasonable. Especially during these grim times for the tech sector. Assuming early April completion, I'd be bidding up to NZ$1.26,...
355 Views
Pushpay: BGH Resurrects The Catholic Opportunity
This remains an indicative situation. There have been a number of blow-ups/no deals, around the region of late. However, BGH is dogged in its M&A...
311 Views
Expressions Of Interest Resurrect Pushpay
Given the multitude of interest in Pushpay, any successful premium would exceed the recent share price gain. Trading a discount to historical...
431 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
1k Views