Time To Revisit Strike Energy (STX AU)
Strike is down >40% in the past 12 months. The board overhaul and a new discovery at Walyering are positive. Taking Strike into its fold makes...
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Azure Minerals (AZS AU): MinRes Selling Out Paves the Way for the Scheme
MinRes' decision to sell out a discount reflects the cost of securing a say on Andover and the opportunity cost of capital. At the last close and...
635 Views
Azure Minerals (AZS AU): SQM/Hancock Team up for a New Offer
The scheme's completion hinges on MinRes’ acceptance. MinRes could potentially block the scheme but has a history of selling into Hancock offers....
646 Views
Weekly Deals Digest (19 Mar) - Japan Post, Toshiba, AAG, SBI Sumishin, Trial Holdings, Harita Nickel
Last week, notable developments occurred in Event-Driven (Genesis, Nitro, Norwest, Pushpay, AAG, Halcyon, Toshiba, Toyo) and ECM (Japan Post Bank,...
481 Views
Merger Arb Mondays (20 Feb) - AAG Energy, Yashili, Toyo, Nitro, Origin Energy, Newcrest, O2Micro
This week, the highest gross spreads are VNET (81.0%), Alliance Aviation (36.5%), Origin (28.6%), 111 (22.4%), Golden Energy (19.3%), Genesis...
605 Views