DGO Recommends Gold Road's Firm Offer
Trading at a 1.3%/9% gross/annualised spread, assuming late May settlement. This is a long GOR, short DGO trade. I'm hearing borrow of ~25bps.
411 Views
Bardoc - St Barbara Merger: Scheme Booklet Out; Still Wide + ASX200 Index Kicker
The Scheme Booklet for the Bardoc Gold - St Barbara Deal was published today. The Scheme Meeting will be held on 30th March 2022. I expect the Deal...
362 Views
Apollo (AOP AU)'s Shares Trading Through Ramelius' Revised Offer
I think Gold Road may reload - but the Ramelius' Offer price is already a 91.5% premium to the six-month undisturbed VWAP. I question how much...
435 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
492 Views
New J. Hutton – Exploration Report (Weeks Ending 04/10/19)
Pure iron ore plays outperforming diversified producers, for now... America wakes up to REE embargo threat, LYC critical for future supply...
634 Views