Frasers Hospitality Trust Scheme Vote Fail - Minority Apathy Meets Vocal Minority. Units Drop Hard.
The FHT SP take-private deal was probably a bit light. A large pre-announcement runup caused a low premium, but the Scheme Vote failed because an...
779 Views
Link Admin/D&D Deal Appears Toast As The Woodford Shoe Drops
Not the news investors were expecting with the finish line in sight. On a standalone basis - Link Administration is a buy here.
481 Views
Frasers Hospitality Trust’s Scheme Votes Unexpectedly Falls Short
The scheme failed to clear the 75% scheme resolution voting requirement. We estimate that the surprising deal break will likely lead to a 15-20%...
612 Views
Merger Arb Mondays (12 Sep) - DTAC/True, Link Admin, Ramsay, Genex, Tyro, EVOC, Giordano, 111
This week, the highest gross spreads are VNET (74.3%), Alliance Aviation (35.7%), Ramsay (20.4%), Genex (19.0%), Infomedia (17.2%), 111 (11.6%),...
486 Views
Merger Arb Mondays (05 Sep) - Link Admin, Ramsay, Genex, ResApp, Infomedia, DTAC/True, Giordano
This week, the highest gross spreads are VNET (61.0%), Alliance Aviation (33.8%), Ramsay (18.4%), Infomedia (16.4%), Link Admin (15.1%), True...
498 Views