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"$TOE.AX : Updated Current Value = US$10.44 x XXXX currency conversion x XXXXX scrip = AUD$0.57. Current price $XXXX. The spread has now significantly narrowed. Keep in mind you have both systemic market risk and currency risk as well as the usual deal risks so this is a less well-defined arbitrage and so you want a higher margin of safety. A higher margin than is currently on offer in my view"
X Link @toy59496 2025-10-15T23:18Z XXX followers, XXX engagements
"$TOE.AX : Progress Arbitrage I mentioned this arbitrage two days ago. It's been going well since. Current Value = US$10.82 x XXXX currency conversion x XXXXX scrip = AUD$0.60. Still undervalued significantly BUT you have both market and currency risk. I have only a modest allocation for that reason and because I prefer cash offers. It's worth pointing out that the current market is unusual in the usually you go long the acquired and short the acquirer to remove systemic market risk from the arbitrage. But in the current hot market excess returns are being found by going along both acquirer"
X Link @toy59496 2025-10-15T07:10Z XXX followers, XXX engagements
"$TOE.AX : Arbitrage $ISOU Scrip for Scrip acquisition by $ISOU at the ratio of XXXXX ISOU shares for each $TOE share. Current Value = US$10.57 x XXXX currency conversion x XXXXX scripscrip= AUD$0.586 = AUD$0.59 You are entirely exposed to market risk and acquiring company doesn't generate revenue and will probably dilute if you hold. Technically you should buy $TOE and short $ISOU which also protects against market risk but increases your losses in the setting of breach. (This theory of short the acquirer has not worked with $PDI.AX which continues to go upwards for reasons I do not"
X Link @toy59496 2025-10-13T04:17Z XXX followers, XXX engagements
"$TOE $TOE.ax Recommendation to vote in favour for the scheme (takeover) TOE's EV/lb resource measure is very low compared to peers due to the WA mining ban I'm voting NO #uranium"
X Link @Contrarian_WA 2025-10-12T23:38Z 1506 followers, XXX engagements