A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 1
US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...
621 Views
Overview #35 – You Can’t Always Get What You Want...
A review of recent events/data impacting our investment themes and outlook. We look at recent moves in the precious metals and uranium sector
570 Views
Asia-Pac M&A [May 2026 Wrap]: Vault Minerals, Kakaku.com, Nippon Dry Chemical, Paltac Corporation
The average premium for the new transactions announced (or first discussed) in May was ~57%, and a year-to-date average of 48%.
92 Views
Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
95 Views
Merger Arb Mondays (11 May) - Altas, European Lithium, Atlantic Lithium, Vault, Emmerson, Shengmu
The Ontario Teachers’ ROFO acceptance period has expired. While the Board is exploring other opportunities, the Takeover Panel notes “that there...
373 Views