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.

Naturgy: Auto-OPA Arbitrage Outcomes and Path to Index Reweighting

Naturgy: Accelerated Placement Clears MSCI Float Hurdle – Index Re-Entry Now Within Reach

Naturgy Clears MSCI Liquidity Test – Final Float at 18.6%, Passive Flows in Sight

Naturgy Acquisition Talks: Diplomatic and Financial Hurdles Persist

A Power Move: Naturgy Sparks a Strategic Rebalance

Strategic Reshuffle, Shareholder Adjustments, and Investment Outlook

Event-Driven

<ul>
<li>Shareholder-Backed self-OPA at €26.50 targets 9.08% of capital with high proration likely.</li>
<li>Offers a structured arbitrage setup with limited downside and defined exit timeline.</li>
<li>Post-Deal float expansion to &gt;21% boosts liquidity, index prospects, and dividend appeal.</li>
</ul>


Shareholder-Backed self-OPA at €26.50 targets 9.08% of capital with high proration likely.
Offers a structured arbitrage setup with limited downside and defined exit timeline.
Post-Deal float expansion to &gt;21% boosts liquidity, index prospects, and dividend appeal.


Naturgy Self-Tender: Arbitrage with Strategic Upside and Free-Float Catalyst

Naturgy Energy Group SA

Naturgy Self-Tender: Arbitrage with Strategic Upside and Free-Float Catalyst