ENTITY
Boral Ltd

Boral Ltd (BLD AU)

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Analysis
MaterialsAustralia
Boral Limited is a manufacturer and supplier of building and construction materials in Australia and internationally. Boral supplies building products to the residential and commercial building markets, operates clay brick business in the U.S. (for clay roof tiles and fly ash) along with the production of plasterboard, timber products and concrete products.
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bearishBoral Ltd
26 Mar 2024 09:57

Boral (BLD AU): Seven Slams “Fundamentally Misleading” IE Report

On balance, the best trade here is still to be short Seven, long Boral here. But unless you're really confident the higher Offer terms kicks in,...

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bearishBoral Ltd
19 Mar 2024 10:11

Boral (BLD AU) Rejects Seven's Offer

Still consider being short SGH, long Boral. But it's not a terribly exciting trade. Unless you're confident the higher Offer terms kicks in, I'd...

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bullishBoral Ltd
19 Feb 2024 22:51

Boral (BLD AU): Seven Group (SVW AU)’s Carrot and Stick Offer

While the low offer premium could deter acceptances, SVW aims to spur acceptances by warning it will delist BLD and not pay dividends for the...

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bullishBoral Ltd
19 Feb 2024 10:22

Seven Group Reloads On Boral (BLD AU)

I think there is enough here to get this to compulsory acquisition. Currently trading a gross spread of 2.7% to the full terms (implied $6.25...

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bearishBoral Ltd
19 Feb 2024 09:35

Boral (BLD AU): Seven Group (SVW AU)'s Best & Final Offer

Seven Group is an index inclusion and is looking to buy ~28% of Boral via a mix of stock and cash. SVW could drop post the index inclusion and that...

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