Carnaby (CNB AU): 26th Oct Scheme Vote
Carnaby's share price is up four-fold since 1Q25 - there should be no retail investor pushback. Trading super tight at a gross/annualised spread of...
115 Views
Carnaby Resources (CNB AU): Scheme Vote on 26 October
The scheme vote is low as retail opposition has waned and no disinterested shareholder holds a blocking stake. At the last close, the gross...
98 Views
Retail Pushback Not Large/Loud Enough To Threaten Evolution's Offer For Carnaby Resources (CNB AU)
A clean merger. I don't see retail investors disrupting the deal. Trading at a gross/annualised spread of 4.6%/22.7%, assuming mid-Nov completion....
105 Views
Carnaby Resources (CNB AU): Evolution’s All-Scrip Scheme Offer
Despite retail opposition, the scheme vote should pass, particularly as EVN's share price strength has increased the implied deal value by 33% from...
127 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views