Aussie/Kiwi M&A/Events

Aussie/Kiwi M&A/Events

Share this post

Aussie/Kiwi M&A/Events
Aussie/Kiwi M&A/Events
Coronado Global (CRN AU): Partial/Full Sale? Something's Up (As Is The Share Price)

Coronado Global (CRN AU): Partial/Full Sale? Something's Up (As Is The Share Price)

Quiddity Research's avatar
Quiddity Research
Jul 03, 2025
∙ Paid

Share this post

Aussie/Kiwi M&A/Events
Aussie/Kiwi M&A/Events
Coronado Global (CRN AU): Partial/Full Sale? Something's Up (As Is The Share Price)
Share
  • Declining coking coal prices, operational issues, a credit rating downgrade, and Sev.en Global's failed Offer, have resulted in met coal play Coronado (CRN AU)'s shares trading around an all-time low.

  • Shares popped 14.8% today, and are now up ~48% from its all-time low a month ago.

  • What gives? Coronado has already confirmed the potential sale of a minority interest in certain assets. But there is speculation a full Offer may be in the wings.

The Trade:

  • At 0.1x P/B, trading around a lifetime low share price, and talk of a possible sale of assets, even if partial, you're hard pressed to be bearish here.


The NEW News

  • On the 27th June, Coronado confirmed it had "engaged in discussions with certain counterparties about a potential sale of a minority interest in certain assets, but had not received any binding proposal from any party and had not made any decision as to whether it would proceed with a sale or any other form of transaction".

Keep reading with a 7-day free trial

Subscribe to Aussie/Kiwi M&A/Events to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Quiddity Investment Advisors
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share