Catalyst Bulletin
@dealint.bsky.social
News and insights on event-driven opportunities in global markets. Live event monitors and analysis for subscribers on https://catalystbulletin.substack.com/. Not investment advice.
CB Daily Brief 18/11/25
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
November 18, 2025 at 2:59 PM
CB Daily Brief 18/11/25
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
$9666.HK: revised delisting offer by at HK$8.69
$0167.HK: mandatory offer at HK$0.5941
$244920.KS: tender offer for 19.9% by Align at ₩8,000
$ECL.AX: managed liquidation
$8YZ.SI: spin-off from $YF8 SI
$TTG.L: revised acquisition by $CICN.SW for 150p
👇
CB Daily Brief 17/11/25
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
November 17, 2025 at 3:11 PM
CB Daily Brief 17/11/25
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
$6210.T: merger with $6293.T at 0.755x shares
$3961.T: acquisition by $3690.T for ¥770
$2196.T: merger with $9160.T at 0.558x shares
$7445.T: take-private by $3612.T for 0.1x shares
$8257.HK: acquisition by Watlow for HK$0.245
$DCC.L: tender offer for 12% at £50.2-53.2
👇
CB Daily Brief 14/11/25
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
November 14, 2025 at 2:24 PM
CB Daily Brief 14/11/25
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
$8208.HK: mandatory offer at HK$0.05
$STE-A.ST/$STE-R.ST: proposed spin-off of Swedish forests
$PAC.L: strategic review
$FGRT.L: proposed merger with $IGET.L
$REAG3.SA: proposed take-private by controlling shareholder for R$1
👇
CB Daily Brief 13/11/25 ⛩️🔥🔥
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
November 13, 2025 at 2:35 PM
CB Daily Brief 13/11/25 ⛩️🔥🔥
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
$7635.T: MBO at ¥1,710
$7455.T: MBO at ¥581
$5596.T: buyout by parent $3994.T for ¥1,800
$1841.T: MBO at ¥1,600
$9067.T: acquisition by $9069.T for ¥949
$4937.T: acquisition by $SBC for ¥1,900
$4333.T: merger with $3924.T at 1.27x shares
$0442.HK: rights issue
👇
CB Daily Brief 12/11/25
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
November 12, 2025 at 2:59 PM
CB Daily Brief 12/11/25
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
$7718.T: buyout by Taiyo Pacific at ¥2,210
$7372.T: acquisition by $6071.T for ¥527
$OLT.OL: take-private offer by parent Thon at NOK335
$LEGT: SPAC merger with Einride
$CSR: strategic review
CB Daily Brief 11/11/25
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
November 11, 2025 at 2:26 PM
CB Daily Brief 11/11/25
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
$6486.T: merger with $7240.T at 1x shares
$TIG.L: strategic review
$AIV: liquidation
$NEUP: strategic review + indication of interest from Lynx1 at $5.2
$LEE: proposed rights issue
CB Daily Brief 10/11/25**
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
November 10, 2025 at 2:33 PM
CB Daily Brief 10/11/25**
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
$2374.T: MBO at ¥1,220
$7088.T: buyout by KKR at ¥1,710
$NB2.DE: acquisition by $RUM for 2.0281x shares
$JTC.L: buyout by Permira for £13.4
$MTSR: price increase by $PFE to $65.6+ $20.65 CVR
$PRTH: take-private proposal from CEO consortium at $6-6.15
👇
CB Daily Brief 07/11/25
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
November 7, 2025 at 2:19 PM
CB Daily Brief 07/11/25
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
$9287.T: acquisition by $8425.T for ¥65,000
$9776.T: delisting at ¥1,965
$8238.HK: rights issue
$MFD.AX: proposed offer by $EVO.AX at A$0.5
$MYNLD.PS: carve-out from $0142.HK
$WLN.PA: proposed rights issue
$BCIC: tender offer for ~5%
👇
CB Daily Brief 06/11/25
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
November 6, 2025 at 2:34 PM
CB Daily Brief 06/11/25
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
$W8W.SI: carve-out from $41O.SI
$BUSER.ST: rights issue
$RDNI3.SA: delisting offer by Rodobens at R$2.13
$LSBCF: buyout by Oceanpine for $0.9
$GLIBK: rights issue
$HCKT: tender offer for 7-8% at $18.3-21
$FRGE: acquisition by $SCHW for $45
👇
CB Daily Brief 05/11/25
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
November 5, 2025 at 2:28 PM
CB Daily Brief 05/11/25
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
$BSIF.L: strategic review/formal sale process
$ORBI.TA: acquisition by $KTOS for $13.725
$CMCOM.AS: takeover offer by Bird at €5.16
$MTSR: price increase by $NVO/$NOVO-B.CO at $62.2+$24 CVR
$NVA.TO: acquisition by $OVV.TO/$OVV for C$18/0.344x shares
👇
A spin-off completed today liberated two separate listed businesses:
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
November 4, 2025 at 10:18 PM
A spin-off completed today liberated two separate listed businesses:
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
- A consumer products RemainCo: double-digit growth rates (but could be variable), sub-10% margins and low double-digit ROIC at ~6.5x LTM EBITDA;
and 👇
CB Daily Brief 04/11/25
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
November 4, 2025 at 2:26 PM
CB Daily Brief 04/11/25
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
$2623.HK: mandatory offer at HK$0.4104
$6182.HK: mandatory offer at HK$0.24375
$SVI.BK: proposed delisting offer by majority holder at ฿7.5
$KP2.L/$KP2.AX/$KP2.JO: formal sale process
$ABF.L: potential spin-off of Primark
👇
Another batch of researched Japanese small-caps published:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
Japanese Cash-Rich Companies Part 3
Selected small cap names repurchasing shares
open.substack.com
November 3, 2025 at 10:17 PM
Another batch of researched Japanese small-caps published:
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
CB Daily Brief 03/11/25
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
November 3, 2025 at 2:43 PM
CB Daily Brief 03/11/25
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
$1025.HK: rights issue
$210980.KS: 2nd delisting tender by Hahn at ₩12,750
$CTY1S.HE: mandatory offer at €4
$ASPO.HE: possible spin-off of dry bulk shipping business
$INSP.ST: strategic review
$Q: spin-off from $DD
$KVUE: acquisition by $KMB for $3.5+0.14625x shares
👇
CB Daily Brief 30/10/25
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
October 30, 2025 at 10:24 PM
CB Daily Brief 30/10/25
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
$9719.T: take-private by $8053.T for ¥5,700
$5191.T: take-private by $5802.T for ¥2,600
$1949.T: acquisition by $1925.T for ¥9,760
$3655.T: acquisition by $6702.T for ¥2,706
$9G2.SI: rights issue
$PTSB.IR: formal sale process
$CABLE.AS: potential offer
👇
CB Daily Brief 29/10/25
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
October 29, 2025 at 9:33 PM
CB Daily Brief 29/10/25
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
$9956.HK: take-private by Centurium consortium for HK$12.18
$2196.HK: proposed spin-off of vaccine business
$IMSR: deSPAC
$ZEUS: acquisition by $RYI for 1.7105x shares
$JAMF: buyout by Francisco Partners for $13.05
$CSGS: acquisition by $6701.T for $80.7
CB Daily Brief 28/10/25
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
October 28, 2025 at 3:04 PM
CB Daily Brief 28/10/25
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
$AUB.AX: non-binding offer from EQT at A$45
$9I7.SI: mandatory offer at S$0.02
$ASC.JO: delisting offer at R0.97
$PFC.L: ☠️
$IDOX.L: buyout by Long Path for 71.5p
$KEC.TO: acquisition by Cygnet Energy for C$24.75
$FRGE: sale discussions
👇
CB Daily Brief 27/10/25
$1029.HK: rights issue
$0643.HK: mandatory offer at $HK0.1331
$M2M.AX: rights issue
$ARA.JO: delisting offer at R8.15+0.12x $GRSP.JO shares
$AMOI.L: reverse merger with Trasna
$AMGO.L: strategic review
$MEG.TO: price increase by $CVE.TO/$CVE to C$15+0.6275x shares
👇👇
$1029.HK: rights issue
$0643.HK: mandatory offer at $HK0.1331
$M2M.AX: rights issue
$ARA.JO: delisting offer at R8.15+0.12x $GRSP.JO shares
$AMOI.L: reverse merger with Trasna
$AMGO.L: strategic review
$MEG.TO: price increase by $CVE.TO/$CVE to C$15+0.6275x shares
👇👇
October 27, 2025 at 2:19 PM
CB Daily Brief 27/10/25
$1029.HK: rights issue
$0643.HK: mandatory offer at $HK0.1331
$M2M.AX: rights issue
$ARA.JO: delisting offer at R8.15+0.12x $GRSP.JO shares
$AMOI.L: reverse merger with Trasna
$AMGO.L: strategic review
$MEG.TO: price increase by $CVE.TO/$CVE to C$15+0.6275x shares
👇👇
$1029.HK: rights issue
$0643.HK: mandatory offer at $HK0.1331
$M2M.AX: rights issue
$ARA.JO: delisting offer at R8.15+0.12x $GRSP.JO shares
$AMOI.L: reverse merger with Trasna
$AMGO.L: strategic review
$MEG.TO: price increase by $CVE.TO/$CVE to C$15+0.6275x shares
👇👇
CB Daily Brief 24/10/25
$7250.T: MBO price increase to ¥2,919
$1757.HK: mandatory offer at HK$0.089
$0834.HK/$P74.SI: possible mandatory offer at HK$0.265
$ELES.MI: buyout offer by Xenon at €2.6 & price increase by $MARE.MI to €2.61
$TRC.L: strategic review formal sale process
👇
$7250.T: MBO price increase to ¥2,919
$1757.HK: mandatory offer at HK$0.089
$0834.HK/$P74.SI: possible mandatory offer at HK$0.265
$ELES.MI: buyout offer by Xenon at €2.6 & price increase by $MARE.MI to €2.61
$TRC.L: strategic review formal sale process
👇
October 24, 2025 at 1:35 PM
CB Daily Brief 24/10/25
$7250.T: MBO price increase to ¥2,919
$1757.HK: mandatory offer at HK$0.089
$0834.HK/$P74.SI: possible mandatory offer at HK$0.265
$ELES.MI: buyout offer by Xenon at €2.6 & price increase by $MARE.MI to €2.61
$TRC.L: strategic review formal sale process
👇
$7250.T: MBO price increase to ¥2,919
$1757.HK: mandatory offer at HK$0.089
$0834.HK/$P74.SI: possible mandatory offer at HK$0.265
$ELES.MI: buyout offer by Xenon at €2.6 & price increase by $MARE.MI to €2.61
$TRC.L: strategic review formal sale process
👇
CB Daily Brief 23/10/25
$0230.HK: take-private by parent China Minmetals at HK$1
$0122.HK: rights issue
$FUSE: deSPAC
$HVII: SPAC merger with ONE Nuclear Energy
$0230.HK: take-private by parent China Minmetals at HK$1
$0122.HK: rights issue
$FUSE: deSPAC
$HVII: SPAC merger with ONE Nuclear Energy
October 23, 2025 at 1:42 PM
CB Daily Brief 23/10/25
$0230.HK: take-private by parent China Minmetals at HK$1
$0122.HK: rights issue
$FUSE: deSPAC
$HVII: SPAC merger with ONE Nuclear Energy
$0230.HK: take-private by parent China Minmetals at HK$1
$0122.HK: rights issue
$FUSE: deSPAC
$HVII: SPAC merger with ONE Nuclear Energy
CB Daily Brief 22/10/25
$AHX.AX: buyout by Adamantem at A$0.87
$LIFE.OL: rights issue
$GCO.MC: take-private price increase to €49.75 ex div
$PCGH.L: tender offer for 100% at 99% NAV
$POLX.L: strategic review
$WBD: strategic review
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$AHX.AX: buyout by Adamantem at A$0.87
$LIFE.OL: rights issue
$GCO.MC: take-private price increase to €49.75 ex div
$PCGH.L: tender offer for 100% at 99% NAV
$POLX.L: strategic review
$WBD: strategic review
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October 22, 2025 at 1:28 PM
CB Daily Brief 22/10/25
$AHX.AX: buyout by Adamantem at A$0.87
$LIFE.OL: rights issue
$GCO.MC: take-private price increase to €49.75 ex div
$PCGH.L: tender offer for 100% at 99% NAV
$POLX.L: strategic review
$WBD: strategic review
👇
$AHX.AX: buyout by Adamantem at A$0.87
$LIFE.OL: rights issue
$GCO.MC: take-private price increase to €49.75 ex div
$PCGH.L: tender offer for 100% at 99% NAV
$POLX.L: strategic review
$WBD: strategic review
👇
CB Daily Brief 21/10/25
$2389.T: competing offer from SilverCape at ¥2,380
$V5Q.SI: potential spin-off of prefab business
$IMPC.ST: rights issue
$AMBP3.SA: bankruptcy filing
$HOLX: buyout by Blackstone/TPG for $76+$3 CVR
$2389.T: competing offer from SilverCape at ¥2,380
$V5Q.SI: potential spin-off of prefab business
$IMPC.ST: rights issue
$AMBP3.SA: bankruptcy filing
$HOLX: buyout by Blackstone/TPG for $76+$3 CVR
October 21, 2025 at 1:55 PM
CB Daily Brief 21/10/25
$2389.T: competing offer from SilverCape at ¥2,380
$V5Q.SI: potential spin-off of prefab business
$IMPC.ST: rights issue
$AMBP3.SA: bankruptcy filing
$HOLX: buyout by Blackstone/TPG for $76+$3 CVR
$2389.T: competing offer from SilverCape at ¥2,380
$V5Q.SI: potential spin-off of prefab business
$IMPC.ST: rights issue
$AMBP3.SA: bankruptcy filing
$HOLX: buyout by Blackstone/TPG for $76+$3 CVR
CB Daily Brief 20/10/25
$4464.T: MBO price increase to ¥2,680
$LRV.AX: non-binding offer from $UAMY at 0.06x shares
$ACTI.ST: rights issue
$TKMS.DE: spin-off from $TKA.DE
$MTE.L: tender offer for 5% at 95% NAV
$STEP.TO: acquisition by ARC for C$5.5
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$4464.T: MBO price increase to ¥2,680
$LRV.AX: non-binding offer from $UAMY at 0.06x shares
$ACTI.ST: rights issue
$TKMS.DE: spin-off from $TKA.DE
$MTE.L: tender offer for 5% at 95% NAV
$STEP.TO: acquisition by ARC for C$5.5
👇
October 20, 2025 at 1:42 PM
CB Daily Brief 20/10/25
$4464.T: MBO price increase to ¥2,680
$LRV.AX: non-binding offer from $UAMY at 0.06x shares
$ACTI.ST: rights issue
$TKMS.DE: spin-off from $TKA.DE
$MTE.L: tender offer for 5% at 95% NAV
$STEP.TO: acquisition by ARC for C$5.5
👇
$4464.T: MBO price increase to ¥2,680
$LRV.AX: non-binding offer from $UAMY at 0.06x shares
$ACTI.ST: rights issue
$TKMS.DE: spin-off from $TKA.DE
$MTE.L: tender offer for 5% at 95% NAV
$STEP.TO: acquisition by ARC for C$5.5
👇
Fresh review of merger arbitrage opportunities published (micro- to mid caps)
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
Special Situations Round-Up 41/24
Brief comments and updates on selected special situations
open.substack.com
October 20, 2025 at 10:04 AM
Fresh review of merger arbitrage opportunities published (micro- to mid caps)
open.substack.com/pub/catalyst...
open.substack.com/pub/catalyst...
CB Daily Brief 17/10/25
$9956.HK: take-private proposal by Centurion/Temasek
$M04.SI/$MDO.L: takeover by parent $J36.SI/$JAR.L for $2.75+$0.6 div
$7077.KL: rights issue
$SAR.JO: delisting at R8
$NBG6.DE: takeover by parent $VIG.VI for €120
$PDL.L: rights issue
$KZR: strategic review
$9956.HK: take-private proposal by Centurion/Temasek
$M04.SI/$MDO.L: takeover by parent $J36.SI/$JAR.L for $2.75+$0.6 div
$7077.KL: rights issue
$SAR.JO: delisting at R8
$NBG6.DE: takeover by parent $VIG.VI for €120
$PDL.L: rights issue
$KZR: strategic review
October 17, 2025 at 2:08 PM
CB Daily Brief 17/10/25
$9956.HK: take-private proposal by Centurion/Temasek
$M04.SI/$MDO.L: takeover by parent $J36.SI/$JAR.L for $2.75+$0.6 div
$7077.KL: rights issue
$SAR.JO: delisting at R8
$NBG6.DE: takeover by parent $VIG.VI for €120
$PDL.L: rights issue
$KZR: strategic review
$9956.HK: take-private proposal by Centurion/Temasek
$M04.SI/$MDO.L: takeover by parent $J36.SI/$JAR.L for $2.75+$0.6 div
$7077.KL: rights issue
$SAR.JO: delisting at R8
$NBG6.DE: takeover by parent $VIG.VI for €120
$PDL.L: rights issue
$KZR: strategic review