Nitro Software: Potentia's Tiered-Bump. Expect Alludo To Cash In
$2.20 is the obvious conclusion here. I'm less confident about the terms for $2.25/share being met. If not in, I'd be disinclined to get involved...
530 Views
Nitro Software: KKR's Offer Unconditional. This Is Potentia's For The Taking
Trading at A$2.20/share. If already in for the arb, stay in for a possible bump. If not in, the upside is ~A$0.05 versus a downside of A$0.05. I'd...
522 Views
Merger Arb Mondays (20 Feb) - AAG Energy, Yashili, Toyo, Nitro, Origin Energy, Newcrest, O2Micro
This week, the highest gross spreads are VNET (81.0%), Alliance Aviation (36.5%), Origin (28.6%), 111 (22.4%), Golden Energy (19.3%), Genesis...
621 Views
Merger Arb Mondays (13 Feb) - Newcrest, Nitro, Norwest, Boustead, Toyo, Ihara, Iwasaki Electric
This week, the highest gross spreads are Alliance Aviation (37.3%), VNET (30.0%), Origin Energy (27.5%), 111 (23.2%), Golden Energy (21.1%), Toyo...
582 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmont/Newcrest, StanChart, Boustead Proj., Ihara, Iwasaki
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
603 Views