Special Situation Investment Opportunities

Exploiting arbitrage loopholes that allow small investors to generate low risk profits.

This site covers special situation investment ideas and arbitrage loopholes with short term catalysts. All investment opportunities are tied to some specific corporate actions or events that are expected to generate returns in the near future with lower risk. Covered special situations include Odd Lot Tenders, Going Private Transactions, Tender Offers, Spin-offs and split-offs, Liquidations, Merger Arbitrage and others. Unbiased high quality research is provided for each idea.

Previous ideas are free to view for all visitors, however currently actionable ideas are restricted to members only. Currently there are 9 Actives Ideas posted on the site.

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Inactive ideas

       

ZAIS Financial (ZFC) – Tender Offer – 12% upside

Current Price –$14.06;

Offer price – at least $15.36 + $0.4 in dividends, a total of $15.76;

Upside – 12%

The tender offer is expected to be announced at the beginning of Q4 2016 and completed by the end of the quarter. Dividends will be distributed for record holders as of 30th of September 2016.

    

Coats Group (COA.LN) – Forced Selling – 10% upside

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.

 

Carmike Cinemas (CKEC) – Bet on higher takeover price – 300%+ upside with options

Investment thesis – bet on higher takeover price from AMC as CKEC shareholder will reject the current offer due to price being too low

Carmike Cinemas (4th largest movie theater company in US) is in the process of being bought by AMC Entertainment (2nd largest). This M&A would create the largest movie theater chain in US with obvious benefits and large synergies for AMC.

Carmike Cinemas trades at $30.47 vs.  current takeover price of $30.00.