Last Week In Event SPACE: Baycurrent, Perpetual, Digital Garage, Genesis/Vault, Seven & I, SoftBank
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
153 Views
Genesis (GMD AU) & Vault (VAU AU) Merger: Index Implications with A$1bn to Buy
The Genesis/Vault merger will result in index inclusions and upweights with over A$1bn of inflows following completion. There is a high sensitivity...
269 Views
Vault Minerals (VAU AU): Regis Walks as Genesis Emerges as the Winner
The scheme vote is low risk due to a fair merger exchange ratio and the offer arising from a competitive bidding process. This is a done deal.
131 Views
Genesis And Vault Firm Terms After Regis Walks
Clean deal. I see the spread at a ~2.2%. If you can take down borrow cheaply in Genesis Minerals, do so, if not already.
154 Views
Merger Arb Mondays (13 Jul) - Dida, Shengmu, Kakaku, Shinko Shoji, Steadfast, Vault, Accent, Cygnus
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
143 Views