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Soul Patts/Brickworks To Unwind Circularity
524 Views02 Jun 2025 01:16
The obvious trade is to short SOL, buy BKW. I see the current spread at 3.1%. BKW is not super lilquid. No urgency to chase the spread.
What is covered in the Full Insight:
- Introduction to Soul Patts and Brickworks
- Details of the Proposed Merger
- Past Legal Challenges and Background
- Valuation and Market Performance
- Implications for Investors
SUMMARY
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Full Insight
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