Northern Star (NST AU): Gold Fields Rejection Justified, Sweetened Bid Likely
NST rejected Gold Fields' A$27.00 bid (22.1% premium) as too low. Elliott wants more. Gold Fields is likely to return at ~A$28–30 with more cash,...
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Northern Star (NST AU) Rejects Gold Fields (GFI SJ)'s Terms
I previously advocated the mantra of “stay the course and let the expanded mill re‑rate the stock.” I stand by that. The pushback? Another...
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Northern Star Resources (NST AU): Synthetic Expert Call Transcript (18 Sep 2026)
Activists Force Governance Overhaul: Elliott Management's build-up of a 5.35% economic interest via cash-settled swaps has successfully...
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Stay The Course As Northern Star (NST AU) Extends Olive Branch To Elliott
I'd advocate the mantra of “stay the course and let the expanded mill re‑rate the stock.” The pushback? Another material downgrade.
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Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales
Australian shares have lagged for a while, but we see opportunity in a basket of trending stocks. We can scale up if the index improves, while...
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