A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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KKR's Waste Measurement For Cleanaway?
Factoring in a control premium, there is easily another ~20% upside from here. CWY has a pretty open register - that won't be lost on KKR....
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Corporate Action: Vote in Favour of the Solution to Cleanaway Tox Free Shares
Following the release of scheme documents, and with shares now trading ex interim dividend of AUD 5 cents, we lower our fair value estimate...
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Raising FVE of No-Moat Tox Free Solutions to AUD 3.50 Based on Value of Cash Offer
We raise our fair value estimate to AUD 3.50 to reflect the AUD 3.45 per share all-cash offer from Cleanaway Waste Management Limited (CWY AU),...
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