Santos (STO AU): XRG Consortium's Big Offer; Index Impact
A consortium has offered US$5.76/share to take Santos private. That values equity at A$28.8bn and an EV of A$36bn. There will be ad hoc adds to the...
803 Views
S&P/ASX Index Rebalance (Mar 2025): SIG Is the BIG One; Changes Galore Across Indices
There are 40 constituent changes across the indices. SIG is an add to 2 indices and also an upweight in 2 others - so big buying. The adds have...
1.5k Views
S&P/ASX Index Rebalance Preview: Changes Stable as Adds Outperform Deletes Bigly
There could be 39 changes for the S&P/ASX family in March. The forecast adds continue to outperform the forecast deletes in all indices. Huge...
1.3k Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
492 Views
New J Hutton – Exploration Report (Weeks Ending 08/11/19)
Decline in Li price far lower and quicker than anticipated Existing Li producers’ earnings will compress dramatically in time Initiate SELL...
511 Views