European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Certainty Vs. Upside: Navigating the Assura-KKR-PHP Showdown

Assura: Bid Floor in Place, Upside Optionality Hinges on Revised PHP Terms or Auction Outcome

Assura Takeover: Potential Auction Driving Bid Upside – KKR Vs. PHP with 50.81p Target Price

Event-Driven

<ul>
<li>The deal has moved into its closing stretch, with process milestones largely secured. From here, this feels more like a basis clean-up than a binary event, with execution discipline paramount.</li>
<li>Value now leans on PHP shares rather than regulatory drama. Hedging the stock leg frames the opportunity; avoiding complexity and timing slippage likely matters more than squeezing every basis point.</li>
<li>Squeeze-Out is advancing; settlement expected in October as delisting completes. I recommend treating CMA headlines as background noise and keeping sizing disciplined.</li>
</ul>


The deal has moved into its closing stretch, with process milestones largely secured. From here, this feels more like a basis clean-up than a binary event, with execution discipline paramount.
Value now leans on PHP shares rather than regulatory drama. Hedging the stock leg frames the opportunity; avoiding complexity and timing slippage likely matters more than squeezing every basis point.
Squeeze-Out is advancing; settlement expected in October as delisting completes. I recommend treating CMA headlines as background noise and keeping sizing disciplined.


Assura Thing: PHP’s Clean-Up Basis into October

Assura PLC

Assura Thing: PHP’s Clean-Up Basis into October