Steadfast (SDF AU): Amwins/Dragoneer/ KKR Firms $6/Share Scheme Offer. Looks Clean
Terms are fair; on par with late-Oct 2025 levels when a workplace complaint emerged. There's an apparent valuation arbitrage between Aussie-listed...
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Steadfast (SDF AU): Consortium’s Binding Proposal at A$6.00 as Peers Have Materially Re-Rated
Despite the material re-rating of peers, the scheme vote should pass. At the last close and for an end-of-December payment, the gross/annualised...
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Steadfast (SDF AU): Synthetic Expert Call Transcript (16 Aug 2026)
M&A and the Takeover Proposal: Steadfast is currently the subject of a highly advanced, non-binding $7.7 billion (including debt and equity)...
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Merger Arb Mondays (17 Aug) - Steadfast, Con Aero, Z Fin, Cleanaway, OFX, BetMakers, FleetPartners
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
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