Atlas Arteria (ALX AU): Patience Runs Out as IFM Launches a Takeover Offer
The 3rd party change-of-control condition could be an issue. While the Board is likely to recommend that shareholders reject the offer, the maximum...
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Atlas Arteria (ALX AU): IFM Makes Its Move
Atlas boasts low risk, stable yielding, toll road assets. There are little to no viable options, in size, in Australia's listed infrastructure...
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Australia's Prime Minister - Hey Big Spender
The centrepiece of Australia's 2017-18 Budget was the announcement of the National Infrastructure Plan - Building Australia. The Coalition...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
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