In today’s briefing:
- New World Resources (NWC AU): Kinterra Tweaks Its Offer Structure and Bumps
- Rudi’s View: Gold stocks & Miners, DigiCo, Pinnacle & More
- DigiCo Infrastructure REIT – Rudi’s View: The Megatrend You Simply Cannot Ignore
- Aurelia Metals Ltd – Australian Broker Call *Extra* Edition – Jul 10, 2025
- TPG Telecom Ltd – The Overnight Report: Trump Cheers Record Highs
- DigiCo Infrastructure REIT – Rudi’s View: The Megatrend You Simply Cannot Ignore
- Johns Lyng (JLG AU): PEP’s A$4/Share Offer Looks Light
- Hybridan Research: Coro Energy plc: Funding Power
- Aurelia Metals’ Shift To Copper Excites
New World Resources (NWC AU): Kinterra Tweaks Its Offer Structure and Bumps
- Kinterra increased its New World Resources (NWC AU) offer to A$0.063, which will be increased to A$0.064 and declared unconditional if Kinterra acquires 30% of voting rights by 11 July.
- Central Asia Metals (CAML LN) has five business days to match Kinterra’s offer. While CAML today lowered its FY2025 production guidance, it retains the headroom to return with revised terms.
- Trump’s recent copper tariffs support the case for the ongoing bidding war. Crucially, none of the bidders has declared their offer best and final.
Aurelia Metals Ltd – Australian Broker Call *Extra* Edition – Jul 10, 2025
- Extra Edition of the Broker Call Report
TPG Telecom Ltd – The Overnight Report: Trump Cheers Record Highs
- A global perspective on what happened overnight
Johns Lyng (JLG AU): PEP’s A$4/Share Offer Looks Light
- A month ago, Integrated building services provider Johns Lyng (JLG AU) fielded a non-binding Offer, by way of a Scheme, from Aussie fund manager Pacific Equity Partners (PEP).
- JLG and PEP have now entered into a SID at A$4/share, a 77% premium to undisturbed. CEO Scott Didier, JLG’s largest shareholder with 17.64%, is supportive.
- A shareholder vote is expected to take place in October, with the transaction potentially wrapping up in November. This may need more gruel.
Hybridan Research: Coro Energy plc: Funding Power
- The cashflow from Vietnam solar shines brighter as the total operational solar capacity with Mobile World Group (MWG) reaches 3.4MW.
- The MWG contract is underpinned by a 14-year Power Purchase Agreements (PPA) to deliver power across multiple commercial rooftop solar sites in Vietnam.
- In addition to these sites, is the Company has a 3.0MW industrial project with Phong Phu Corporation.
Aurelia Metals’ Shift To Copper Excites
- The current share price for Aurelia Metals represents “compelling value” according to new research by Shaw and Partners as the company transitions to a greater focus on copper
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
