Pilbara & Perseus make their move

His last Takeovers Panel fight cost him $3k. The one before that cost half a million.Activist investor Jeremy Raper is going after the ASX’s forgotten cash boxes, the broken mining microcaps that trade well below the cash they hold. AI has slashed the cost of taking on a board, a ...  Show more

We’re at IMARC, and we sat down with four guests from four very different corners of mining capital.Mark Kristoff of commodity trader Traxys, Sylvain Eckert of InfraVia’s French-backed critical metals fund, Jason Chang of private equity group EMR Capital, and Rob Stein, who left ...  Show more

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previou ...

Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'.

So, over the next couple of Friday's we'll be releasing 'bo ...

It's not only the big American stocks that have taken a battering lately. Some of our local Australian 'market-darlings' have also taken big hits. So in today's episode, Bryce and Alec run through some company valuations and discount cash-flows (and reverse discounted ...