NewsBite

Anthony Macdonald

Today

Mainland Group’s René Dedoncker met fund managers in Sydney on Tuesday and will do the same in Melbourne on Wednesday.

Fonterra’s Mainland IPO pitch milks investor appetite for new ideas

The guts of the business is to take milk from Australia and New Zealand farms, turn it into cheese and butter, and sell it regionally. Is that tasty enough in volatile markets?

Yesterday

Recapitalised at 10¢ a share, Spartan Resources is being acquired in a deal valuing it at $1.78 a share.

Twice broke to $2.4b buyout: a deal to keep Aussies backing mining juniors

Who said bitcoin investors make all the money? Drilling in a different direction and a surging gold price kept Spartan Resources’ dream alive.

NAB chief executive Andrew Irvine knows all about relationship hires. He won one battle and lost one on Monday.

NAB captain’s pick can’t make up for CFO’s shock departure

It’s one in, one out for NAB boss Andrew Irvine as he seeks to prove himself as a top Australian chief executive. Investors are wary.

This Month

Former Aristocrat duo Toni Korsanos and Jamie Odell are a big reason why their new poker machine company is such a hit with Australian investors and analysts.

This $15b Nasdaq group wants to shift its primary listing to the ASX

If a business has size and growth, management has a vision, and everyone executes as promised, the local market can still provide a red carpet treatment.

Star Entertainment’s CEO Steve McCann and Henry Cheng, chairman of Chow Tai Fook Enterprises.

Inside Steve McCann’s final attempt to catch a falling Star

Star chief executive Steve McCann’s rescue plan for the casino group could be remembered as one of the trickier pieces of dealmaking in Australia this decade.

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Deals blowing up is the last thing anyone with any M&A plans want to see.

Australia’s top deal blocker strikes again, target’s shares drop 25pc

In case a market correction and nervous directors are not enough to stall M&A activity, the competition regulator is back in action.

The ASX 200 has endured a rapid change in sentiment.

Blue-chip whacking shows fear has taken over the ASX

Australian stocks are in the middle of a shellacking. Mr Market’s got a hammer and just about everything looks like a nail.

JPMorgan’s co-head of investment banking Jay Horine, from New York, was in Sydney meeting clients and staff this week.

Now isn’t the time for boards ‘to play offence’: JPMorgan’s top banker

Jay Horine says there’s a “pause” inside boardrooms as directors try to work out what Donald Trump and tariffs mean for earnings, business strategies and outlook.

It takes a brave or desperate company to launch a raising into a falling market.

It takes nerves of steel to launch a capital raising in this market

Austal is betting that its unique story – building ships for Donald Trump – can support a capital raising in the worst market conditions we’ve seen in months.

Star Entertainment is negotiating with Salter Brothers to shore up its finances and save its Sydney complex.

Star negotiates with Salter Brothers for long-term $750m refinancing

The funds management giant has already engaged regulators and state governments about probity and is offering to refinance the casino’s long-term debt.

Star Entertainment’s future is back up in the air, following an offer by US casinos owner Bally’s Corporation.

How Star’s ‘buyer of last resort’ entered its orbit at a meeting in New York

Star Entertainment looked everywhere for funds in recent months, just not the place it would end up attracting a bid. Why not?

Star Entertainment CEO Steve McCann is fighting to stave off its collapse.

Steve McCann is changing Star Entertainment’s business plan mid-flight

The company’s decision to get out of Brisbane and focus on the Gold Coast and Sydney was driven by necessity, and a shift in its direction.

Jean Eric Salata created one of Asia’s top private equity firms before vending it into global player EQT in 2022. He’s now chairman of EQT Asia.

A lesson in private equity from one of the region’s hotshots

How to make it in private equity? Follow your heart, cling on in the bad times and check out Australia’s software companies, says billionaire Jean Eric Salata.

The $3.6 billion Queen’s Wharf development will be given to its Hong Kong investors under a new deal.

Star agrees to Queen’s Wharf sale, avoids administration

The company has sold its 50 per cent stake in the Brisbane casino to Chow Tai Fook Enterprises and Far East Consortium, and says it is in talks to secure new debt facilities worth $1 billion.

The oil price trickles lower and strategists reckon Donald Trump will do what he can to keep it going that way.

The Trump slump that could be good for Australia’s war on rising costs

While the RBA is worried global tariffs could hit Australia’s economy, commodities strategists say the oil price will keep sinking. That’s important.

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The $3.6 billion Queen’s Wharf development will be given to its Hong Kong investors under a new deal.

Hong Kong investors to rescue Star, close in on Brisbane casino

The struggling entertainment group has debts totalling $400 million and its shares have not traded since Monday because it has been unable to sign off accounts.

It’s five-years since Richard Branson was among Virgin investors wiped out in its administration.

Virgin’s new boss flies in with strict instructions

Is “nothing silly” what Dave Emerson, the incoming boss of Australia’s No.2 airline, wants to hear? It doesn’t matter.

RBA deputy governor Andrew Hauser.

Tariffs are Australia’s problem, even if we’re not the target

Investors are scrolling the list of the US’ biggest deficits, which makes this nation unlikely trade war prey. But we can still be materially hit.

Aware Super’s Deanne Stewart and Hostplus’ David Elia.

Why super fund investment calls are about more than next quarter’s returns

What’s at the heart of a super fund’s investment strategy? Capital allocation. And the better it allocates that capital, the better for all of us.

HMC Capital is circling Healthscope and has a potential entry via its REIT, HealthCo Healthcare and Wellness REIT.

Bang! First shot fired in Healthscope battle

A second game of brinkmanship is brewing, and it has the same explosive features as casino owner Star Entertainment: debt, private equity, jobs and government.

Original URL: https://www.afr.com/by/anthony-macdonald-j7gcx