Merger Arb Mondays (15 May) - SBI Shinsei, Arteria, Toshiba, Yitai, Hailan, Allkem, Lian Beng
This week, the highest gross spreads are 111 (34.8%), ARTERIA (24.9%), Estia (21.5%), United Malt (13.9%), AAG Energy (8.8%), Hailan (8.7%),...
524 Views
Weekly Deals Digest (14 May) - Toshiba, Arteria, Shinsei, Yitai Coal, Allkem, Horizon Construction
Last week, notable developments occurred in Event-Driven (Arteria, Shinsei Bank, Toshiba, Allkem, St Barbara, Hailan, Yitai, Lian Beng) and ECM...
435 Views
Allkem/Livent: Enlarged Charging Unit
As Travis pointed out, a cross-border arb will be "difficult" because lithium is a bouncy theme and one could get legged pretty easily. To this,...
640 Views
Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index Surprises
Allkem and Livent (LTHM US) have agreed to merge to become an all-processes lithium mega-player, going from 4th and 9th in the world in LCE to 3rd,...
828 Views
Allkem (AKE AU): Merger of Equals with Livent (LTHM US)
The merger is sensible as NewCo will have scale, synergies and capital efficiency. AKE shareholders benefit from an attractive merger ratio and...
539 Views