Video
Events Trades
Australia

Event Strategy Video Update

16 Oct 2020
By
Shannon Rivkin provides an update on our ASX Event Strategy trades and the companies on his watch list.

SHOW COMMENTS / QUESTIONS (5)

5
Comments

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Paul L.

Hi Shannon can I have your thoughts on the DWS takeover, Thanks.

Shannon Rivkin

Hi Paul,
I’ve done some work on DWS and while I think it’s likely to go through without any problems, I think the odds of a competing bid but my main concern is that the deal has a condition that DWS’ current debt doesn’t exceed its current level. It’s an unusual addition to the documentation and in my view gives the bidder an easy out in a difficult environment, so with a very skinny arbitrage on offer I decided against recommending DWS.
Regards,
Shannon

Robyn K.

The sound cut out after CDC

Shannon Rivkin

Hi Robyn,

I will record another version and have it available first thing on Monday morning. Sorry for the inconvenience.

Regards,
Shannon Rivkin

Robyn K.

Thanks for that.

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