Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

2 posts found for December 2020

“Dubious Purchase Objections”: An Open Letter to Ron Kalifa, OBE, Chairman of Network International Holdings PLC

Dear Mr Kalifa, We understand from the Network International “Business Update” of December 21st and from a separate Financial Times report of December 20th that Freshfields were appointed in late October to investigate the controversial DPO acquisition which was announced in July (and that this has now been publicly disclosed if not yet completed).

The Whiff at WAF: An Open Letter to the Chairman of the Siltronic AG Supervisory Board

Dear Dr. Ohler, I am writing to you in your capacity as Chairman of the Supervisory Board of Siltronic as a concerned institutional investor. Siltronic announced on 29th November that it was in “advanced, near to final discussions on a takeover by GlobalWafers” expecting to lead to “a voluntary tender offer to Siltronic shareholders at an offer price of €125 per share”...