Primer: Latitude Group Holdings (LFS AU) - May 2026
Recovery and Growth Momentum: After a challenging 2023 marked by a significant net loss due to a major cyber-attack, Latitude has demonstrated...
98 Views
Humm (HUM AU): Credit Corp Nears DD Completion
Downside appears limited here - ~8% to where shares traded shortly after TAG walked away last November. I'm guessing no new developments until...
206 Views
Pepper Money (PPM AU)'s Board Should Accept The New Reality
And the "new reality" is not embraced as Pepper Money's IBC has informed Challenger it has decided not to proceed with the revised proposal.
417 Views
Pepper Money (PPM AU): Challenger Reduced Offer Should Be Rejected
The price cut is opportunistic and larger than the decline in peers’ shares since the offer was disclosed on 9 February. AustralianSuper, which...
286 Views
Pepper Money (PPM AU): Challenger and KKR’s Attractive NBIO
The NBIO is attractive compared to peer multiples and historical trading ranges. The presence of KKR (the largest shareholder) in the consortium...
407 Views