De Grey Mining (DEG AU): Scheme Vote on 16 April
The offer is attractive compared to historical trading ranges. At the last close and for a 5 May payment, the gross/annualised spread is 2.4%/18.2%.
393 Views
De Grey Mining (DEG AU): Northern Star (NST AU)’s All-Scrip Offer Could Draw Out Competing Suitors
The offer is susceptible to a competing offer as it is all-scrip and unremarkable vs peer resource/reserve multiples. Barrick Gold and Agnico Eagle...
451 Views
ASX Short Interest Weekly (Aug 16th): Pro Medicus, Seek, Goodman, Endeavour, BHP, Fortescue
We analyzed ASX short interest report for the past week and highlight short interest changes in Pro Medicus, Seek, Goodman, Endeavour, BHP,...
372 Views
Who’s Dumping FMG Stock?
Discussion on uranium geopolitics and potential site visits, analyst interests in gold, oil, and gas, Fortescue block trade, speculation on sellers...
213 Views
Australia Short Interest (Q1 2024): A Recap
Total short interest in Australia is A$34.46bn and has decreased by A$1.36bn since the start of the year. We look at the stocks with the largest...
403 Views