Newcrest/Newmont - More Selling on the NCM Means More Buying on NEM, And Settlement Logistics Matter
The NCM selldown was larger than I expected as global passive avoids gap risk. That means a bigger arb risk and more action at the NEM close today....
996 Views
Merger Arb Mondays (23 Oct) - Eoflow, Celltrion Healthcare, JSR, Origin, Lithium Power, Poly Culture
This week, the highest gross spreads are 111 (64.9%), Eoflow (38.2%), Hollysys (30.1%), JSR (8.2%), Haitong Intl (7.8%), LPI (7.5%), Orecorp...
738 Views
Newcrest/Newmont Conclusion Nearing - Flowfront & Gold Price
Newmont Mining has run into a "perfect storm" of increasing negative correlation and increasing negative beta to gold vs Peers, and Newcrest...
1k Views
Quiddity Leaderboard ASX Dec 23: InvoCare, Origin Energy, New Crest, Allkem, and More
I expect Boss Resources (BOE AU) to replace Invocare Ltd (IVC AU) at the close of 3rd November 2023. There could be 17.6mn shares to buy in BOE...
662 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Lithium Power, Vinda, Origin Energy, Liontown, Kenedix REITs
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
656 Views