EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

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Company Research

Betaville smokes out Mondi's £5bn+ takeover approach for London-listed rival DS Smith

Report by Betaville

On the morning of 8th Feb 2024 Betaville published a paywall protected UNCOOKED Alert re. the renewed takeover rumours circulating about SMDS and highlighted one of the rumoured acquirers as MNDI. An hour and a half later SMDS confirmed it had received an approach from MNDI to create a £10bn packaging giant. SMDS shares initially rose 16% on confirmation of the Alert. Other Betaville Intelligence Alerts that have recently been confirmed include Italy-listed oil refiner Saras and Germany / US-listed pharmaceutical company MorphoSys.