Aussie/Kiwi M&A/Events

Aussie/Kiwi M&A/Events

The Bigger Picture As Aussie Government "Approves' Hanwha Ocean's Austal Bid

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Quiddity Research
May 02, 2024
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  • Recently, I surmised FIRB would approve Sociedad Quimica y Minera (SQM US)/Hancock's bid for Azure (AZS AU); but ding Hanwha Ocean (042660 KS)'s Austal (ASB AU) tilt. I'm batting 50%.

  • Whereas FIRB gave the green light for Azure this week; reportedly (no official ASX announcement as yet), the Aussie government is "not concerned" with Hanwha's acquisition. Austal gained 3% yesterday.

  • Even Austal didn't high hopes of securing Aussie approval. Presumably the US government is similarly onboard. This development also signals an expanding AUKUS security pact.

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