Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

Brookfield Infra ("BIP") announced a proposed AUD 9.05 per share offer for Asciano ("AIO") on the 1st of July. We initiated on the this deal with the "<a href="http://www.smartkarma.com/insights/brookfield-infra-asciano-this-train-is-starting-should-you-jump-on" target="_blank">This Train Is Starting, Should You Jump On</a>?" piece and followed up with "<a href="http://www.smartkarma.com/insights/brookfield-asciano-a-bit-more-about-the-ride-itself" target="_blank">A Bit More About The Ride Itself</a>". The announcement is out! It is pretty much what we had anticipated.Holders to receive AUD 6.94 cash in cash and 0.0387 BIP units (~ AUD $2.21)The offer is now revised to AUD 9.15 and scrip makes up 24.15% of the offer price with a choice to mix-and-match (subjected to a cap on both scrip and cash)More below the fold...

Brookfield Infra ("BIP") announced a proposed AUD 9.05 per share offer for Asciano ("AIO") on the 1st of July. We initiated on the this deal with the "This Train Is Starting, Should You Jump On?" piece and followed up with "A Bit More About The Ride Itself". The announcement is out! It is pretty much what we had anticipated.Holders to receive AUD 6.94 cash in cash and 0.0387 BIP units (~ AUD $2.21)The offer is now revised to AUD 9.15 and scrip makes up 24.15% of the offer price with a choice to mix-and-match (subjected to a cap on both scrip and cash)More below the fold...

Global Special Situations

Charles Nave

The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality assets and stable growth.In this report I detail one such company - Transurban - and highlight others that may also be in the spotlight.

The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality assets and stable growth.In this report I detail one such company - Transurban - and highlight others that may also be in the spotlight.

Transurban (TCL AU):  Are Offshore Buyers on the Road Again?

Bermuda

Brookfield Infrastructure Partners LP owns and operates infrastructure assets. The Company operates utilities, transport, energy, and communications infrastructure assets in North and South America, Australia, and Europe.

Brookfield Infrastructure Partners L.P. (BIP US)

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Brookfield Infrastructure Partners L.P. (BIP US)

This Train has started!

Brookfield Infra ("BIP") announced a proposed AUD 9.05 per share offer for Asciano ("AIO") on the 1st of July. We initiated on the this deal with...

Crispin Francis

Transurban (TCL AU): Are Offshore Buyers on the Road Again?

The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality...

Charles Nave

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)