OOh!Media (OML AU) Rejects I Squared's Competitive NBIO; Engages With "Other Parties"
According to the Australian's Dataroom, which is more often hit than miss, I Squared is folding its tent. That leaves Pacific Equity Partners....
239 Views
OOh!media (OML AU): PEP’s Non-Binding Proposal Is Light
Despite the high takeover premium, the timing is opportunistic (shares down 32% YTD) and is unattractive compared to precedent transactions and...
208 Views
OOh!Media (OML AU): PEP's Opportunistic Tilt
Given the share price weakness YTD, management change, and that OML is one of the largest/last pure-play, listed OOH specialists, my bet is OML's...
393 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.4k Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
935 Views