EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

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

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.

Edition: 180

- 23 February, 2024