European Lithium (Australia: EUR.AX) – last price 26.5c – ~A$450mm market cap Thesis summary: European Lithium is a near-busted merger trading not far from cash backing, where I believe you get paid in most all states of the world. The announced all-scrip acquisition of EUR by Critical Metals Corp (Nasdaq: CRML) – a deal struck … Continue reading European Lithium (EUR) – the deal is dead, long live the deal?
The blog reawakens!
After a year or so away (more or less), I am dusting off the cleats and returning to the blog, for a few interlocking reasons. The first is that, having stepped away, I came to appreciate just how much the writing process itself sharpened my investment thinking: there is something about being forced to lay … Continue reading The blog reawakens!
DGR Global Limited – Takeovers Panel
DGR Global TOP pr 6Jul26Download
An Open Letter to the Chair of Humm Group Limited
HUM letter to Chair 25Jun26Download
Humm Group Limited: Takeovers Panel finds Humm breaches Undertaking
24apr26 TOP Humm undertaking complianceDownload
Humm Group Limited: Takeovers Panel issues Orders
Humm Group TOP Orders 10Apr26Download
Humm Group Limited: Takeovers Panel finds Unacceptable Circumstances
MR Declaration March 2026 FinalDownload
Humm Group Limited: our view on Takeovers Panel findings
See Takeovers Panel announcement here: https://announcements.asx.com.au/asxpdf/20260227/pdf/06wvx07cj5whlg.pdf Response to Panel decision_040326Download
Humm Group Limited: A Letter to the Chair of the Audit & Risk Committee
Letter to ARC 30Jan26Download
Humm Group Limited – Addressing Humm’s Response to our Notice of Meeting
Response to Humm 16jan26Download