Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
830 Views
Primer: Sydney Airport (SYD AU) - Apr 2026
Strategic Infrastructure Asset: Sydney Airport is Australia's busiest airport and primary international gateway, possessing characteristics of...
130 Views
Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
546 Views
Aequitas: Virgin Australia IPO Lockup - Bain Set for Full and Final US$600m Release
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia (VAH AU) IPO in June 2025. All of Bain’s stake could be...
113 Views
Qube (QUB AU): 16th June Vote On MAM's Scheme
The ACCC has approved the transaction. FIRB and OIO outstanding, neither of which should be an issue. 8th July is the revised Effective Date (last...
436 Views