Primer: Crown Resorts (CWN AU) - Aug 2026
Crown Resorts is in a period of significant transformation under the ownership of private equity firm Blackstone, which acquired the company in...
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IDP Education (IEL AU): Blackstone’s Offer Rejection Justified, Third Approach Likely
Several factors suggest that Blackstone is likely to return with at least a third offer. An offer of at least A$3.00 is required to pressure the...
192 Views
SkyCity Entertainment (SKC AU): Two NBIOs. Two Rejections
Both NBIOs were pitched around a life-time low share price for SkyCity. SkyCity's monetisation priorities appear sound. I would not be a seller...
98 Views
Australia Gaming Outlook: Two Stocks to Watch with Strong Upside Possibilities
Bith Aristocrat and Crown are outstanding Australian gaming assets and both are undervalued for different reasons. But mainly, progress on travel...
353 Views
Quiddity M&A: Australia Foreign Investment Reforms
On the 5 June 2020, the Treasury of the Australian Government released a 34-page document titled Foreign investment reforms, outlining the "most...
775 Views