Western Areas: IGO Firm On Pricing As Nickel Soars
Trading 3.4% through terms. If you are already in, a bump in terms is an outside possibility. If you are not in, I would not enter here, but at...
439 Views
Investors Caught Out As Twiggy Backs IGO's Offer For Western Areas
Trading tight at a gross/annualised return of 0.9%/4.7% assuming late April completion. Pricing for WSA appears full. But I would not rule out BHP...
534 Views
Western Areas/IGO: Will BHP Crash The Party?
I'd look to enter around here, or closer to terms. Taking Western Ars under the fold makes a lot of sense towards the self-sufficiency of BHP's...
739 Views
Asia-Pac Weekly Risk Arb Summary: Sydney Aiport, Beijing Capital Land, IGO/Western Areas
This insight provides a quick summary of gross/annualised spreads as at the last trading day, and how those spreads have changed over the last...
654 Views
IGO/Western Areas: Battery Mineral Grab
Western Areas has generally underperformed peers over the past year. It is clearly in place. and if not from IGO, there's no reason another suitor...
621 Views