ASX200 Index Rebalance Preview: Potential Changes Prior to the June Rebalance
Upcoming M&A activity will result in ad hoc inclusions to the ASX200 prior to the June rebal. There could be 2-3 adds in the first few weeks of...
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Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
712 Views
De Grey Mining (DEG AU): 16th April Scheme Vote
16th April Scheme Meeting. Implementation on the 5th May. The IE says fair & reasonable. Trading tight at ~1.9%. IF you can get borrow cheaply on...
576 Views
Northern Star’s A$5bn Tilt for De Grey (DEG AU)
Terms are fair. The implied Offer price for De Grey is a lifetime high. If you can take down borrow cheaply on Northern Star, do so. Expect the...
631 Views
MV Global Junior Gold Miners Index Rebalance: Round-Trip Trade of Over US$1bn
2 adds and 3 deletes result in a 1-way turnover of 11.4% and a round-trip trade of US$1.14bn for the GDXJ. Kinross Gold is the big sell while...
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