SUTL Enterprise Trades Cheap, Cash‑rich After Keppel
SUTL Enterprise (SUTL SP): The market leader in Singapore's luxury marina industry. Trades at 7.1x 2028e with a solid cash pile once the acquisition of Marina at Keppel Bay goes through. https://t.co/phzy16ip8T
Stellantis Exits NextStar JV, Heralds New Battery Ownership Model
Stellantis will exit its NextStar battery JV stake, signaling a new ownership model for North American battery plants. https://www.metalnomist.com/2026/04/stellantis-nextstar-battery-jv-exit.html
Restaurants Still Profitable: Caring Nets £1.4B Sale
Apparently, there is still money to be made from restaurants. If you’re Richard Caring. He’s sold the Ivy Collection, Annabelle’s and Scott’s etc to an Abu Dhabi investment fund for £1.4 billion. News via propel. https://t.co/EKrWHA7ken
AI Reveals CRM Value Lies Beyond Data Entry
Friday evening. A bench. Three LinkedIn articles from SugarCRM's leadership team. I found them through Becca Toth, who was engaging thoughtfully with each one , not just sharing links, but adding her own perspective. That is exactly the kind of LinkedIn...
SPAC DAT Merger Ends, PIPE Investors Breathe Relief
PIPE investors breathe a sigh of relief as we get the first big SPAC DAT merger termination. Dynamix $ETHM terminates its business combination with The Ether Machine, which is awkward after already changing its ticker. Also, who gets the $50 million break...
Hines Says Microsoft Acquisition Made His Job Impossible
Hines suggests it became impossible to do his job after the Microsoft acquisition. He was part of the 2023 FTC trial over an email he circulated about Call of Duty getting to remain multiplatform while Bethesda games were made exclusive. https://t.co/Va6rvrrPPe
Tesla‑SpaceX Merger Essential for Sovereign AI Future
Tesla is an important part of our thesis on SpaceX building sovereign AI. To monetize physical AI on Earth, @SpaceX needs $TSLA. To secure sovereign AI models and infrastructure, Tesla needs SpaceX. A formal merger between the two will face...
AMLM Poised for Rebound as Technicals Cool
Disseminated on Behalf of American Lithium Minerals Inc $AMLM $AMLM has been actively announcing acquisitions to build a diversified portfolio (Lithium, REE, Gold, Silver, Copper) in mining-friendly areas. It's also mentioned interest in real-world asset (RWA) tokenization for its projects (gold,...
WJL.AX at 45% Discount; Bidders Still Eye Asset
Time to revisit $WJL.AX. The stock is at an all-time low, ~45% below recent takeover bids. Despite the market losing interest, both bidders likely remain engaged. Recent management changes and continued Helloworld buying suggest prep for another run at the asset👇...
Novar Secures 100MW German Solar Plant, Plans 160MWh BESS
Novar acquires 100MW solar PV plant in Germany, potential to co-locate 160MWh BESS #energysky -- via pv-tech: https://t.co/GHlBIGMACG
CGF Pays Premium to Acquire Larger BOQ Asset Finance Book
$HUM.AX little discussed is this Challenger/BOQ Asset finance transaction from the other day (major comp to Humm Commercial) https://t.co/dmXiOrA3Qb $CGF.AX basically paid a premo to NTA (more or less) to take it off BOQ. Loan book is a little bigger ($3.7bn vs...
Paramount‑Skydance Restructures Debt, Adding $31B to WBD
Pretty sure we need to add $31 billion or so of WBD debt to this number. Paramount Skydance Restructures Debt Financing for Warner Bros. Discovery Deal https://t.co/KdxmGFAyON via @variety
OpenAI CGO and TBPN President Discuss Future Collaboration
🎙️Tomorrow on The Grill Room: A special OpenAI-TBPN deal omnibus featuring back-to-back conversations with: * OpenAI Chief Global Affairs Officer @chrislehane * TBPN President @DylanAbruscato Follow here: https://t.co/OUrgd2dr7a @PuckNews https://t.co/LNZpsHUAkd
Thai Randolph Launches NILE & Co., Acquires BuzzFeed
Thai Randolph Launches NILE & Co., Creator-Driven Media Company That Has Acquired BuzzFeed’s As/Is and Goodful Brands https://t.co/XyY5sffSyU via @variety
China Secures Germany’s Premier Robotics Asset
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
First Citizens Poised for M&A Opportunities as Buyer
The Pipeline: First Citizens $FCNCA has M&A options if it becomes a buyer | S&P Global Market Intelligence https://t.co/7bt4aA28NQ
Ares Backs $1.7B Sunbelt Retail REIT Push
Latest bet that #CRE especially in the #Sunbelt is undervalued belongs to #Ares, w/is teeing up #Whitestone #REIT for $1.7B+taking 5MSF of open-air #retail in places like #Phoenix #Austin #DFW #Houston #SanAntonio. #realestate #PE #BofA #WallSt https://t.co/iaUBXCrFQe
Unilever to Acquire Gummies Maker Grüns for $1.2 B
Axios Pro scoop: Unilever deal for gummies maker Grüns is valued at around $1.2 billion https://t.co/75MXcTj32E
First Meeting Leads to Last‑Touch Attribution on Acquisition
I met Chad two days ago for the first time and Gruns got acquired. From a last touch perspective I have to be attributed as part of this sale.
O'Leary Warns Netflix Narnia Gamble Will Shutter Theaters
Cinema United Chief Michael O’Leary on Netflix’s ‘Narnia’ Gamble and Why Paramount’s Deal to Buy Warner Bros. Must Fail: ‘Theaters Will Close’ https://t.co/27oShjrvOd
Omai Poised for G2‑scale Valuation After Deal Alignment
A deal that always made operational/synergistic sense finally had the numbers align Logical flow forward of funds here will be Omai $OMG.V If G2 goes for ~C$2.6 billion with <4 million ounces in resources, have to think Omai has clear line...
M&A Spree Sees Premiums up to 80%
Today's M&A and SPAC notes $GTWO.to to be acquired by $GMIN.to for 0.212x shares + CVR + Spinco, 79.7% premium, $3.0 billion $WSR to be acquired by $ARES for $19.00 cash per share, 26.5% premium, $1.7 billion $ASRT to be acquired by Garda...
Corient Expands UHNW Footprint with $5.6B Vivaldi Acquisition
Corient continues its buying spree in the ultra-high-net-worth space, announcing the acquisition of another RIA, Vivaldi Capital ($5.6 billion AUM) They've been on a roll the past year https://t.co/xy8jLFknDZ
Needham’s M&A Note Erroneously Flags LLY‑VKTX Deal
1000% certain ,Needham made a mistake in their "The Biotech M&A Landscape" note -(or maybe Viking got bought and they are the only ones that know it lol) calling out a few M&A targets and inadvertently mentioning a $LLY $VKTX...
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Similar Market Caps Imply a 50/50 Merger
Nonsense. The market caps are roughly the same, they would likely be merged 50 / 50 unless their public valuations are dramatically off.
VANL Goes Private at 58% Premium After Prolonged Sale Attempts
#VANL taken private at a 58% premium but apparently they have been trying to sell themselves for ages…can’t recall the RNS where they informed shareholders of what they were doing https://t.co/5PsBj27lWP
RBIC Becomes Fully Owned Subsidiary of Bosch
Ownership Change: RBIC will transition from a group-held entity to a wholly owned subsidiary of Bosch Limited.
Canva Acquires Ortto, Simtheory to Complete Marketing Stack
Canva Buys the Marketing Stack It Was Missing: Ortto, Simtheory, and the Bet on Canva Grow https://t.co/u3vP4WiL3Q
Lynk Awaits US Approval, Launch Access Delays 640‑sat Launch
.@LynkTheWorld: We're waiting for US regulatory OK of merger w/ @omnispace, which triggers @SES_Satellites investment, but plans are for early ops of our 640-sat constellation in mid-2027. Access to launch is biggest issue. @FCC.https://t.co/hXoS3DuQUf https://t.co/fFvAavyR4J
KKR, Brookfield Near $250‑Share Deal for SBA Communications
on $SBAC+ KKR and Brookfield are in late stage talks to acquire SBA Communications (SBAC) for around $250 a share TMT FINANCE
Ex-Rio Tinto CEO's Deep-Sea Mining Firm Merges in $1B Deal
Ex-Rio Tinto CEO's deep-sea mining firm to merge with Odyssey in $1 billion deal https://t.co/Kuu3PtXS1B
Telefónica Sells Mexican Assets for $450M, Refocuses on Europe
"Spain's Telefónica said on Tuesday it will sell its Mexican businesses to a consortium in a deal that values the operations at $450 million, as the telecom operator looks to exit its non-core businesses and focus on consolidating in Europe." via...
Meta's Singapore Pivot Signals Full Workflow Automation by 2026
A student from a small tea-producing village just sold his startup to Meta for $2B and the reason will change how you run your business. For years, the tech industry obsessed over "brains" models that could generate code or essays. But...
Large US Bank Deals Close Faster than Smaller Ones
Data Dispatch: Big US bank deal closing timelines outpace smaller transactions | S&P Global Market Intelligence https://t.co/5gAkhAtbAk
Ellison Distrusts Jeff, Predicts His Exit After Merger
33 days ago at @PuckNews: "Sources... have told me that David [Ellison] no longer trusts Jeff, and suspects him of being involved in various leaks to the press and others during his time as president. Those same sources believe Jeff is...
Franklin Templeton Boosts Digital Assets via $250M Acquisition
Franklin Templeton Aims to Strengthen Digital Asset Capabilities With 250 Digital Acquisition | https://t.co/KTVJGVwr3F https://t.co/agCEO4Si3N https://t.co/H5biPcYGwV
Shipowners Consider Exit, Yet Remain Cautiously Patient
World’s Shipowners Are Eyeing the Exit, But They’re Not Rushing For It Just Yet https://t.co/50JyQtqKIq https://t.co/tyv7c76iez
ByteDance Valuation Tops $600B After Equity Sale Push
ByteDance valuation exceeds US$600 billion after proposed equity sale: sources The seller originally had the valuation at US$550 billion, but raised the amount after multiple parties expressed interest. https://t.co/pL87pI2YJV via @scmpnews
PLTK Faces Sale After 90% Decline, 4x EBITDA
$PLTK is a prominent gaming company that may be up for sale. A strategic review has finally been announced after five difficult years since the IPO. The stock is down about 90% over this period. The company trades at around 4x EV/ 2026E...
Elon Musk’s $16.5B Deal Rescues Samsung From Chip War
Samsung was getting crushed by TSMC in the chip war. - $3.6B in losses - 7% market share vs TSMC's 67% - About to be overtaken by China's SMIC But Elon Musk just changed everything with one $16.5 BILLION deal... Leaving Big Tech in shock. Here's...
From $1 Purchase to $3.5B Racing Empire
In 2004, Red Bull bought a failing Formula 1 team for just $1. Yes, ONE dollar. Critics called it a desperate PR stunt. But today Red Bull Racing have won 6 Constructors' Championships and that $1 deal is now a $3.5 billion...
Kipushi Zinc to Boost US Critical Minerals Stockpile
Ivanhoe’s Kipushi zinc concentrate could support US critical minerals stockpiling through a proposed Mercuria and Gécamines deal. https://www.metalnomist.com/2026/04/kipushi-zinc-concentrate-could-link-drc.html
Court Goes Private in Nexstar‑Tegna Merger Challenge
The court has gone into closed session in the Nexstar, Tegna merger challenge and unclear if it will resume public session https://t.co/RNYqGdjn9n
Judge to Decide Preliminary Injunction on Tegna‑Nexstar Merger
US judge says he will issue written order on whether to grant preliminary injunction in challenge to Tegna Nexstar merger https://t.co/RNYqGdjn9n
Nexstar's $150M Demand Exposed Amid Tegna Blockade
Revealed in hearing -- Nexstar seeking $150 million from DirecTV and states seeking to halt the Tegna deal. That amount had been under seal, Nexstar lawyer says, and now it's out there. Oops.
LinkedIn Reportedly Eyeing Acquisition of All-In Podcast
LinkedIn rumored to be bidding to acquire The All-In Podcast, with plans to rebrand it as The Linked-In Podcast.
Transportation Secretary Open to Airline Mergers, Citing Trump’s Deal Appetite
Transportation Secretary Says He’s Open To Airline Mergers — “Trump Loves To See Big Deals Happen” - View from the Wing https://t.co/lOqKHbeNux
Judge's Injunction Threatens Nexstar‑Tegna Merger Completion
⚡️ The Big Chill: How Judge Nunley’s Injunction Could Ice Broadcast M&A ⚡️ $NXST Given the harshness of Nunley’s March 28th Temporary Restraining Order, we believe the most likely outcome will be a preliminary injunction barring Nexstar and Tegna from...
2026 Kicks Off with Bank‑Fintech Mergers and Massive IPO
"We saw a busy start to 2026 – Between banks acquiring fintechs, fintechs acquiring banks, merchant acquirer PayPay's $12.7 billion IPO, and prediction markets platforms acquiring over 273,908 new users each month." - @itssophievo for @twifintech https://t.co/aIs9zyJRvu