Allkem/Livent Merger: 19th December Shareholder Vote
This looks done. Buy Livent (LTHM US). And get borrow on Livent to be able to short it into the inclusion or in days following.
631 Views
(Mostly) Asia M&A, Oct 2023: Haitong, Azure, Hollysys, Aeon, Teraoka, Tietto, Lithium Power
For the month of October, 7 new deals were discussed on Smartkarma with an overall deal size of ~US$4bn. The average premium for the new deals...
315 Views
Last Week In Event SPACE: Newcrest/Newmont, Keisei Electric, PCCW, Cosmo Energy, Leapmotor
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
469 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...
582 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...
788 Views