bid lifted to 90c, board must recommend unanimously
Monash IVF (ASX:MVF) has announced a revised takeover bid from a consortium of Genesis Capital and WHSP Holdings, increasing the offer from 80c per share to 90c per share, a 12.5% lift. This comes after the board rejected the November proposal.
The revised offer remains open until close…
Hormuz Blockade & What It Means for ASX Investors
Trump has ordered a naval blockade of the Strait of Hormuz starting Monday, April 14, after peace talks with Iran collapsed.
This follows six weeks of escalating conflict between the US, Iran and Israel. The blockade is expected to target Iranian oil exports and intercept tankers attempting…
EML Payments (ASX:EML) investors who have held shares for the last 5 years have lost 90% of their money and today capped off that long-term decline. In April 2021, the company hit all time highs, but the CBI regulatory shock that came in May of that year changed everything. Since then, the company has promised…
A2 Milk investors sent shares down over 15% off the back of a negative trading update.
Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion.
The irony is that demand was not an…
$40m Regeneron cheque validates RLS as 49m shorts watch
Telix Pharmaceuticals (ASX:TLX) is building momentum after the positive NDA update for Pixclara, its PET imaging agent for glioma, a form of brain cancer. Today, the company added to that momentum by announcing a 50/50 partnership with Regeneron to develop and commercialise a new generation of…
The ASX 200 surged more than 4% last week after the United States and Iran agreed to a two-week ceasefire on 8 April, mediated by Pakistan. It was the local market's strongest weekly performance since October 2022, and it created a sharp divide between the stocks that soared and the stocks that crashed.
But here is…
Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread.
It is tempting to treat margins as a scoreboard and just say high is good and…
Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…
Whitehaven Coal cut debt costs, but coal prices still matter
Whitehaven Coal (ASX:WHC) fell 3.2% last Friday (10 April) to close at A$8.12, dipping as low as A$7.81 intraday, despite announcing a A$853m refinancing deal at approximately 6% per annum. In just one week, Whitehaven settled its US$500m deferred BMA acquisition payment and secured a…
Viva Energy Drops After Refinery Support Boost
Viva Energy (ASX:VEA) tumbled roughly 10% on Wednesday, April 8, as a sudden Iran-US ceasefire sent oil prices crashing more than 16% in a single day, pulling the entire energy sector lower with it. At first glance, this makes little sense. The Federal Government had just upgraded its…
