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Archive

List of previous ideas now moved to the archive. 

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September 18, 2024

Tender offer with odd-lot provision

Opportunity to make CAD$315 / US$231 or 36% in 4 weeks

March 1, 2024

Stock split-off and Odd-Lot tender offer, opportunity to make $1000+ in 2 weeks

$1000-2000 odd lot tender arbitrage

January 26, 2024

Strategic alternatives being explored, high likelihood of sale of this undervalued logistics property portfolio in the coming 6-12 months

Share price: £0.56 – Potential re-rating to >£0.84 – Upside: >50% - Catalyst: Q2/Q3 2024

November 2, 2023

Three buyout offers on the table with share price at cyclical low

Share price: $6.68 – Potential offer price: >12.00 – Upside: >80% - Catalyst: Q1 2024

October 10, 2023

Mispriced merger arb situation due to regulatory issues

Share price: $16.8 – Potential buyout price: $30.1 – Upside: 25-80% - Catalyst: Q1 24

August 31, 2023

Activist investor pushing for strategic alternatives with potential sale of company

Share price: $49.8 – Potential buyout price: $70-75 – Upside: 40-50% - Catalyst: Q4 2023

August 17, 2023

Potential buyout of German petrochem Covestro by ADNOC at >€60/share

Share price: €48.60 – Potential offer price: >€60 – Upside: >25% - Catalyst: Q3 2023

August 15, 2023

Potential take-private of minority free-float and subsequent re-listing in Paris/New York

Share price: HK$27.4 – Potential buyout: HK$35 – Upside: 25% – Catalyst: Q3/Q4 2023

August 3, 2023

Closed end fund trading at high NAV discount, continuation vote looming in September

Quick idea: Share price at publication: £0.76 – Archived at: £0.94 – Return: 24%

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