ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
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Brookfield/Neoen: Close to Completion
Brookfield acquires majority stake in Neoen, triggers mandatory tender offer for remaining shares and bonds, aiming for squeeze-out and delisting....
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ESR Group (1821 HK): Consortium’s Scheme Cash/Scrip Privatisation Offer
The irrevocable (31.03% of outstanding shares) ensure that shareholders with blocking or close to blocking stakes are supportive. This is a done...
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Brookfield Refinances Grifols' Debt
Brookfield has secured an €11 billion loan to refinance Grifols’ debt, paving the way for a potential takeover and significant control over...
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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