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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

January 12, 2024

Recent spin-off of infrastructure assets, significantly undervalued

Share price: €3.92 – Potential re-rating to >€8.00 – Upside: >100% - Catalyst: EoY 2024

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List of ideas with highest conviction from the event driven, opportunistic and special situation space. 

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