Good evening,

We’re officially down to the short strokes!

There’s six weeks of the deal-making year left and it’s time for any long-held confidential plans to either see daylight or be kicked into the new year.

While it’s been a tough year for deals, Street Talk’s expecting a flurry heading into the end of the year. There always is.

We’ll be looking for tech sector deals, action at takeover targets like Perpetual Ltd-Pendal, Nitro Software and Tyro Payments, and another hybrid raising or two.

There will also be a few auctions to hit their deadlines - CWP Renewables, Vector Metering, TyreMax - and capital-hungry battery metal plays tapping capital markets.

It’s hard to see where a big M&A deal could come from, but you never know. It’s all quiet on the BHP-OZ Minerals front, which could mean there’s something brewing.

In Street Talk tomorrow, we’ve spotted the bankers in at InfoTrack, and Programmed Maintenance. We also unveil a new Melbourne boutique’s first big deal, and a refinancing at OCP’s equipment play National Group.

Happy reading,
Anthony Macdonald, Sarah Thompson and Kanika Sood
Street Talk editors