RHI Magnesita/Vesuvius: A 17.6% Spread Worth the Heat
RHIM’s 549p proposal leaves a 17.6% spread despite advanced talks and Cevian’s 23% support. Antitrust is the key risk, but we think the discount is...
107 Views
Vesuvius (VSVS LN): Synthetic Expert Call Transcript (01 Oct 2026)
Synergy Targets (GBP 50-70 million) are Overly Optimistic: Achieving the guided annual synergies is highly constrained by the localized nature of...
95 Views
Primer: Vesuvius PLC (VSVS LN) - Apr 2026
Vesuvius PLC is a global leader in molten metal flow engineering and technology, providing essential consumable ceramic products and services...
95 Views
RHI Magnesita’s Vesuvius Acquisition: A Global Refractory Consolidation, Impact On Indian Players
A ÂŁ1.36 billion UK takeover proposal puts four Indian listed companies in play: RHI Magnesita India, Vesuvius India, Foseco India and Foseco...
144 Views
Vesuvius India Ltd (NSE: VESUVIUS) – A High-Quality Play on India’s Steel Upswing
​Vesuvius India's strong financial performance and strategic growth position it as a compelling long-term investment opportunity within the group.
412 Views
No more insights