IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

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Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/lynch-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:36359:1" rel="noopener">Lynch Group Holdings (LGL AU)</a> IE considers <a href="https://www.smartkarma.com/entities/tpg-inc" target="_blank" data-smartkarma-citation="entities:35361:1" rel="noopener">TPG Inc (TPG US)</a>’s A$2.155 offer fair and reasonable as it is within its A$1.93 to A$2.27 valuation range.</li>
<li>The offer is conditional on shareholder approval. The vote remains low-risk as the majority of substantial shareholders are supportive.   </li>
<li>The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%/5.1%.</li>
</ul>


The Lynch Group Holdings (LGL AU) IE considers TPG Inc (TPG US)’s A$2.155 offer fair and reasonable as it is within its A$1.93 to A$2.27 valuation range.
The offer is conditional on shareholder approval. The vote remains low-risk as the majority of substantial shareholders are supportive.   
The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%/5.1%.


Lynch Group (LGL AU): Scheme Vote on 21 November

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Metcash Limited is a marketing and distribution company operating in the food and other consumer goods sectors.  The Company operates distribution centers serving grocery products for independent retail grocery stores, liquor distribution centers and cash and carry warehouses which serve retailers and businesses in the grocery, liquor, food services and convenience stores.

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Metcash Ltd (MTS AU)

Lynch Group (LGL AU): Scheme Vote on 21 November

The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%...

Arun George

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