A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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Azure Minerals Block - Removal of Overhang but Still a Risky Bet
Mineral Resources (MIN AU) is looking to raise up to A$229m (US$150m) via a secondary block trade in Azure Minerals (AZS AU), which will be a clean...
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Broadspectrum: Mattress Mischief Managed
Friday after the close of trading and before the long holiday weekend, Ferrovial Services Australia - the bidding party in Ferrovial's Offer...
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Broadspectrum: One Bump & It's Final
It has been a long and tiring battle behind the mattresses for both sides. Ferrovial initially bid $A$1.35/share in a hostile approach last...
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Ferrovial & Broadspectrum: Going To The Mattresses
Yesterday morning Ferrovial SA announced a hostile takeover of Broadspectrum Ltd (the newly re-named Transfield Services) at $1.35/share. This is...
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