Primer: RPMGlobal Holdings Limited (RUL AU) - Nov 2025
RPMGlobal is the subject of a binding acquisition proposal from Caterpillar at A$5.00 per share, representing a significant premium and a...
232 Views
RPMGlobal (RUL AU): 19th Dec Vote On Caterpillar's Offer
This looks clean. Trading tight at 2.2%/9.2% gross/annualised. Unless in and/or expecting a bump in terms - or a competing offer - I might be...
400 Views
RPMGlobal (RUL AU): Scheme Vote on 19 December
The offer is attractive. At the last close and for an 18 February 2026 payment, the gross/annualised spread is 2.5%/10.2%. This is a done deal.
348 Views
CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
4.6k Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
685 Views