Bain's arrival puts further pressure on G8

Totus Capital

We have been following developments at Childcare operator G8 for some time http://www.smh.com.au/business/banking-and-finance/totus-capital-expects-g8-education-share-price-to-fall-20150421-1mpr44.html. The arrival of private equity player Bain in the Australian childcare market (as reported by the AFR) puts further pressure on G8. Bain has acquired an operator of high fee “premium” centres and according to press reports... Show More

Headwinds building for LNG ltd?

Totus Capital

Over a year ago we wrote that we were intrigued with the rapid share price appreciation of LNG Limited (see our original wire here: https://www.livewiremarkets.com/wires/22480 ). We note the following developments since that time: 1) Failure to sign a binding EPC contract originally targeted for Q4 2014; 2) Failure to... Show More

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