External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Dye and Durham is a Canadian-listed real estate and business law service provider with a market cap of $1.3 billion</li><li>Investigation into the company revealed issues such as misleading revenue pull forwards, high churn rates, and a significant drop in log-in traffic</li><li>Former employees raised concerns about financials, governance issues, and unhappy customers with price increases, leading to a drop in market share.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Dye and Durham is a Canadian-listed real estate and business law service provider with a market cap of $1.3 billionInvestigation into the company revealed issues such as misleading revenue pull forwards, high churn rates, and a significant drop in log-in trafficFormer employees raised concerns about financials, governance issues, and unhappy customers with price increases, leading to a drop in market share.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

DYE & DURHAM LTD (DND.) - Wednesday, Nov 13, 2024

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a> has released its scheme booklet regarding Cosette’s A$7.40 offer. The IE opines that the offer is fair and reasonable within its A$6.61-A$7.99 valuation range.</li>
<li>The high spread reflects concerns that recent events would trigger the MAC clause. Thankfully, the scheme booklet does not indicate that Cosette is contesting it.</li>
<li>Recent events should help quell retail opposition to the offer. At the last close and for a 2 July payment, the gross/annualised spread is 19.4%/262%. </li>
</ul>



Mayne Pharma (MYX AU) has released its scheme booklet regarding Cosette’s A$7.40 offer. The IE opines that the offer is fair and reasonable within its A$6.61-A$7.99 valuation range.
The high spread reflects concerns that recent events would trigger the MAC clause. Thankfully, the scheme booklet does not indicate that Cosette is contesting it.
Recent events should help quell retail opposition to the offer. At the last close and for a 2 July payment, the gross/annualised spread is 19.4%/262%. 


Mayne Pharma (MYX AU): The Scheme Booklet Should Calm Nerves

Canada

Dye & Durham Limited operates as a cloud-based software and technology solutions provider. The Company develops and designs application to improve efficiency and increase productivity for legal and business professionals. Dye & Durham serves customers worldwide.

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Dye & Durham (DND CN)

DYE & DURHAM LTD (DND.) - Wednesday, Nov 13, 2024

Investigation into the company revealed issues such as misleading revenue pull forwards, high churn rates, and a significant drop in log-in traffic

Value Investors Club (VIC)

Mayne Pharma (MYX AU): The Scheme Booklet Should Calm Nerves

The scheme booklet should reassure that Cosette is not contesting the MAC clause. Recent events should help quell previous retail opposition to the...

Arun George

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