FleetPartners (FPR AU): SG Fleet’s NBIO at A$3.60 Is Light
The offer is light compared to precedent transactions and peer multiples. The timing is also opportunistic, as the shares have materially...
180 Views
FleetPartners (FPR AU): SG Fleet's A$3.60/Share NBIO
I doubt MMC would kick out at this NBIO price. Smartgroup and Mcmillan Shakespeare may throw their hats into the ring. I think (any) firm terms...
133 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
2k 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
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
2.1k Views