Do you invest in Special Situations?

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96 investing opportunities have been published on the site in 2018 alone.

We focus on special situation investment and risk arbitrage ideas with short term catalysts. We cover merger arbitrage, tender offer, spin-offs, split-offs, liquidations and bankruptcies, going private transactions, rights offerings and many other types of situations. High quality research is shared for each case with valuable insights from member investors.

Previous opportunities are free to view for all visitors, however currently actionable cases are restricted to members only. SIGN UP here for Active Ideas.

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Inactive ideas

IDM Mining (IDM.V) – Merger Arbitrage – 13% Upside

Current Price – C$0.06

Merger Consideration – C$0.068

Upside – 13%

Expected Closing – March 2019 (shareholder vote on the 8th of Feb)

LeadFX (LFX.TO) – Going Private – 7% Upside

Current Price – C$0.94

Cash-out Price – C$1.00

Upside – 7%

Expiration Date – Oct 2018

Brookfield Property REIT (BPR) – Tender Offer – 8% Upside

Current Price – $19.37

Tender Price – $19.0 – $21.0

Upside – 9% (if priced at the upper limit)

Expiration Date – March 25th, 2019

Brookfield Property Partners (BPY) – Tender Offer – 9% Upside

Current Price – $19.3

Tender Price – $19.0 – $21.0

Upside – 9% (if priced at the upper limit)

Expiration Date – March 25th, 2019

Emblem (EMC.V) – Merger Arbitrage – 16% Upside

Current Price – C$1.03

Acquisition Price – C$1.19

Upside – 16%

Expiration Date – TBD

Healthscope (HSO.AX) – Merger Arbitrage – 14% Upside

Current Price – A$2.26

Acquisition Price – A$2.585

Upside – 14%

Expiration Date – TBD (shareholder vote expected in Q2 2019)

Eli Lilly (LLY) – Split Off – 7.5% Upside ($900 for Odd Lots)

Current Price –$122.5

Offer Price – $131.7

Upside – 7.5% or $900 for Odd Lot holders

Expiration date – 8th of March, 2019

Neo Performance Materials (NEO.TO) – Merger Arbitrage – 12% Upside

Current Price – C$15.15

Acquisition Price – C$17.05

Upside – 11%

Expiration Date – TBD (expected H1 2019)

iPass (IPAS) – Merger Arbitrage – 12% Upside

Current Price – $2.00

Acquisition Price – $2.38

Upside – 21% (less 9% borrow fees)

Expiration Date – Q1 2019

Truett-Hurst (THST) – Odd Lot Tender Offer – Upside $27

Current price: $2.11

Offer: $2.4

Upside: 14% ($28 for odd lots)

Expiration: 11th of February, 2019

AGT Food and Ingredients (AGT.TO) – Going Private – 15% Upside

Current Price – C$15.6

Acquisition Price – C$18.0

Upside – 15%

Expiration Date – 5th of February, 2019

EHi Car Services (EHIC) – Merger Arbitrage – 9%+ Upside

Current Price – $13.22

Merger Consideration – $13.5 and competing big at $14.5

Upside – 9%+

Expiration Date – Q3 2018

Inuvo (INUV) – Merger Arbitrage – 80% Upside

Current Price – $1.25

Acquisition Price – $2.22

Upside – 78%

Expiration Date – Q1 2019

AJS Bancorp (AJSB) – Merger Arbitrage with Odd Lot – 11% Upside

Current Price – $14.4

Acquisition Price – $16.0

Upside – 11%

Expiration Date – 24th of January

2018 Year In Review – 96 Investment Ideas

2018 has been a fantastic year for Special Situation Investments in terms of both – profitability of the published ideas as well as member activity. A total of 96 investment opportunities were presented on the site, out of which almost two thirds were contributed by the members. Below I am outlining some stats and profitability assessments.

Huge thanks goes to all the members who have contributed with their ideas and discussions.