Pushpay Draws Another Sixth Street/BGH Offer
Sixth Street/BGH are showing that they are determined suitors despite poor market conditions. Buy the shares as discussions will at least lead to...
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BGH and Sixth Street to Lob an Offer for Pushpay?
Sixth Street and BGH entered into a cooperation agreement with the aim to acquire Pushpay. They have a combined 20.3% stake. We think that a bid of...
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Gentrack: FY20 — Rebirth, Retool and Then Recover?
GentrackFY20 — Rebirth, Retool and then Recover? NEUTRAL Gentrack (GTK) is at a major cross-roads, with significant uncertainty as to whether the...
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Gentrack: FY20 Result Initial Thoughts
GentrackFY20 result initial thoughts Gentrack’s FY20 result reflects a number of key business challenges (some market related, some self-inflicted)...
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Gentrack: Different Track; Downgrade to NEUTRAL
GentrackDifferent Track; Downgrade to NEUTRAL NEUTRAL Gentrack (GTK) has upgraded market expectations for FY20 but implies a downgrade in FY21....
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