Good evening,

It’s time to switch off, relax and listen to some music.

And in doing so, you’re playing straight into the hands of Caledonia (Private) Investments’ newest bet.

Tonight, Street Talk has got its hands on the latest update out of Will Vicars’ and Mike Messara’s Caledonia, including the firm’s next big investment. It’s got all the ingredients of a Caledonia classic: a major player in an industry at a crossroads, changing consumer behaviour and tech disruption.

Meanwhile, the debt holders in WA energy station owner Bluewaters Power keep running for the exit and we’ve got an update on all the latest buying and selling.

Finally, buyout firm Adamantem Capital has brought an adviser on board as its interest in Asahi’s drinks portfolio gets serious.

Happy reading,

Sarah Thompson, Anthony Macdonald and Tim Boyd
Street Talk Editors