Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia
This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...
117 Views
Mining Monthly: March Edition
Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.
336 Views
Retail Pushback Not Large/Loud Enough To Threaten Evolution's Offer For Carnaby Resources (CNB AU)
A clean merger. I don't see retail investors disrupting the deal. Trading at a gross/annualised spread of 4.6%/22.7%, assuming mid-Nov completion....
105 Views
Merger Arb Mondays (24 Aug) - Con Aero, Z Fin, European Lithium, Cygnus, OFX, Kakaku, Baudroie
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
Weekly Deals Digest (23 Aug) - Shein, Baudroie, Lintec, Ausgold, Carnaby, EQT, Steadfast, Reliance
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
108 Views