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Seneca’s ASX takeovers playbook + your companies analysed

Owen, Ben and Luke share Seneca’s ASX takeovers playbook and analyse Smart Parking, Chrysos & Objective Corp in this episode.

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About this episode

In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Larratt (Seneca) to discuss:

  • RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity
  • How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms)
  • Defence‑stock hype: DroneShield and Elsight vs business fundamentals
  • Listener Q&A on Smart Parking, Chrysos and Objective Corp

Topics Covered

  •  RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned
  •  Why low broker coverage and founder/insider alignment can be real signals
  •  Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)
  •  Merger arb: when 5–10% isn’t worth it (and when it might be)
  •  Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)
  •  Emerging markets exposure via Seneca Global Equity SMA
  •  Final thoughts: process over punts, portfolio construction, patience

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Sponsored by:
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  • Chrysos Corporation Ltd (ASX:C79), DroneShield Ltd (ASX:DRO), Elsight Ltd (ASX:ELS), Objective Corporation Limited (ASX:OCL), Smart Parking Ltd (ASX:SPZ)

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