Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
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Thinking About the Royal Dutch Shell "Unification"
Royal Dutch Shell has announced a planned "Unification" to be decided by shareholder vote on 10 December. The goal is to unify the A and B lines to...
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Royal Dutch Shell Share Structure Unification
The spread is too tight to set up a convergence trade, therefore I recommend monitoring the spread in case any of the lines trades at a higher...
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Shell Plc - No Longer Royal Post Simplification
Royal Dutch Shell is simplifying its share structure by merging its Class A and Class B shares and changing its name to Shell plc. The...
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Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
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