[Quiddity Index] MV Global Gold Miners Sep26 Rebal: Base Date Soon; Vault-Genesis Deal Consequences
The MV Global Gold Miners Index often has ADDs but we see no changes for Sep 2026. We just see some capping flows which are relatively minor.
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OceanaGold (OGC CN) Claims Ausgold (AUC AU). Clean Deal
A straightforward gold merger. Trading tightish at a gross/annualised spread of 4.2%/11.7%, assuming late December completion. If you can take down...
131 Views
Aussie Shorts [10 Aug 2026]: Rio Tinto, Lynas, PLS Group, Evolution Mining, Genesis Minerals
The largest industry net increase in the past week was A$1.4bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail"....
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Merger Arb Mondays (17 Aug) - Steadfast, Con Aero, Z Fin, Cleanaway, OFX, BetMakers, FleetPartners
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
121 Views
ASX Short Interest Weekly (Aug 7th): Northern Star Resources, Qantas Airways, Santos, CSL
We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Qantas Airways, Santos,...
120 Views