Exploiting arbitrage loopholes that allow small investors to generate risk free profits.
Performance results during 2015 can be found here.
This site covers special situation investment ideas that are mostly applicable to smaller investors, as the return on majority of these opportunities is limited in absolute value and usually range between $100-$500 per case. At the same time the limited return is the main reason why these opportunities exist – larger and institutional investors are simply not interested in these. Covered special situations include Odd Lot Tenders, Going Private Transactions, Spin-offs and split-offs and Merger Arbitrage.
Past and currently inactive special situation ideas are free to view for all visitors of the site. However, Active Ideas are available only for subscribers.
Current Price –$0.92; Expected distributions – $1.08 – $1.25; Upside – 15% to 35%; Distributions are expected to be completed by Q4 2016 or beginning of Q1 2017 (within 6 months). Funds will be distributed only for record holders as of 30th of August. Plan of liquidation Caution: The below listed idea involves company in bankruptcy […]
Current Price –LMT $255.75, LDOS $50.25; Offer Price – $1.11 stock of LDOS for $1 stock of LMT (subject to upper limit of 8.2136 LDOS ex-dividend shares per share of LMT); Upside – 11% or $2700 for Odd Lot holders; Expiration date – August 16, 2016; Odd Lot holders of LMT (less than 100 shares) are not subject to […]
Current Price – $13.85 Offer Price – $13 – $14 Upside – potentially 1% or $13 (if the upper pricing limit is used) Expiration date – 9 August 2016 No proration for holders of less than 100 shares SEC Filling Summary: First Financial Northwest, Inc., hereby offers to purchase for cash up to $40.0 million in aggregate […]
Current Price – $72.53 Offer Price – $66 – $72.5 Upside – no upside currently Expiration date – 4 August 2016 Offer is subject to financing conditions! No proration for holders of less than 100 shares SEC Filling Summary: MSC Industrial Direct is offering to purchase for cash shares of its Class A common stock, par […]
This special situation results from recent forced selling due to delisting from Australia and New Zealand exchanges. Long investors in Coats Group (listed in London Stock Exchange) stand to make 10%+ if prices revert to back to previous 30p/share vs current GBP 26p/share. Until recently Coats was listed on 3 stock exchanges – London, Australia […]
Going forward I will be expanding the scope of investment ideas covered on Special Situation Investments website. I will look to include trades with hard catalysts and not correlated with overall market performance. Any feedback on what other type of ideas could be covered on the site is more than appreciated. Here comes the first […]
Current Price – $7.63 Offer Price – $7.75 Upside – $12 or 1.5% Expiration date – 27 June 2016 No proration for holders of less than 100 shares SEC Filling Note: It is likely that almost all of the shares tendered will be accepted (not only odd lots) as insiders own close to half of of the outstanding shares […]
A quick update Exhange rate for BAX/BXLT split off transaction (see here for further info) has been determined at 1.1591. To lock in profit from this transaction one needs to buy 99 BAX, short sell 115 BXLT and then tender BAX shares till tomorrow (18th of May).
Current Price – $7.87 Offer Price – $7.75 Upside – N/A Expiration date – 8 June 2016 No proration for holders of less than 100 shares SEC Filling Summary: TechTarget, Inc., a Delaware corporation is offering to purchase up to 8,000,000 shares of its common stock, par value $0.001 per share at a price of $7.75 per share. We […]
Current Price – $80.41 Offer Price – $73 – $82.5 Upside – potentially 2.6% or $207 (if the upper pricing limit is used) Expiration date – 8 June 2016 No proration for holders of less than 100 shares SEC Filling Summary: Virtus Investment Partners, Inc. is offering to purchase for cash shares of our common stock, […]