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.

Sidara / Wood Group – Audit Cleared, One Gate to Close

Crude Realities: Risk and Reward in the Wood Group Offer

Sidara/Wood: Energy Engineering in Limbo, Value Beckons Amid Governance Fog

Carved in Wood: Sidara’s Firm Offer, but Fragile Conditions

Event-Driven

<ul>
<li>Sidara’s 30p firm offer remains live but hinges on three gates — the 23 Oct GM, a clean FY24 audit, and A&amp;E execution — all non-waivable and binary.</li>
<li>Borrowing-Limit approval has become a pre-audit chokepoint; failure would block the “going-concern” opinion and terminate the scheme before the formal Exceptional Conditions are tested.</li>
<li>Suspension limits trading but not lending: existing borrows persist in CREST, with recall and fee spikes expected around October–December catalysts as counterparties rebalance exposure.</li>
</ul>


Sidara’s 30p firm offer remains live but hinges on three gates — the 23 Oct GM, a clean FY24 audit, and A&amp;E execution — all non-waivable and binary.
Borrowing-Limit approval has become a pre-audit chokepoint; failure would block the “going-concern” opinion and terminate the scheme before the formal Exceptional Conditions are tested.
Suspension limits trading but not lending: existing borrows persist in CREST, with recall and fee spikes expected around October–December catalysts as counterparties rebalance exposure.


Sidara - Wood Group – Audit, Amend, and Exit

John Wood

Sidara - Wood Group – Audit, Amend, and Exit