Selected European HoldCos and DLC: June’23 Report
The discounts to Net Asset Value of covered holding companies in the European liquid universe have generally widened during June.
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Amman Mineral International IPO - Peer Comparison & Thoughts on Valuation
Amman Mineral Internasional (1416286D IJ) is looking to raise up to US$868m in its Indonesian IPO. In this note, we undertake a quick peer...
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Selected European HoldCos and DLC: May’23 Report
Discounts to NAV of covered holdcos have generally tightened during May. The discount to NAV of GBL has reached a very high level, in my view. That...
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Amman Mineral International IPO - Promising Assets with Decent Prospects
Amman Mineral Internasional (1416286D IJ) is looking to raise around US$880m in its Indonesian IPO. The company operates an open pit copper and...
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Selected European HoldCos and DLC: April’23 Report
Discounts to Net Asset Value of covered holdcos generally tightened during April, although some remained at the same levels. Rio DLC tightened.
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