Primer: Pepper Money (PPM AU) - Aug 2026
Pepper Money is a leading non-bank lender in Australia and New Zealand, specializing in residential mortgages and asset finance for borrowers...
97 Views
OFX Group (OFX AU) Backs Equals Group's A$1/Share Indicative Offer
Terms areindicative; although wording in the announcement is upbeat. Chunky downside. Trading at a 20%/53% gross/annual spread, if late Dec...
224 Views
Pepper Money (PPM AU)'s Board Should Accept The New Reality
And the "new reality" is not embraced as Pepper Money's IBC has informed Challenger it has decided not to proceed with the revised proposal.
417 Views
Pepper Money (PPM AU): Challenger Reduced Offer Should Be Rejected
The price cut is opportunistic and larger than the decline in peers’ shares since the offer was disclosed on 9 February. AustralianSuper, which...
286 Views
Pepper Money (PPM AU): Challenger and KKR’s Attractive NBIO
The NBIO is attractive compared to peer multiples and historical trading ranges. The presence of KKR (the largest shareholder) in the consortium...
407 Views