Do you invest in Special Situations?

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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, 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

VOTE FOR MEMBER IDEA OF THE MONTH – MAY EDITION

With another month past us, all members are again invited to select the best special situation trade shared during the period.

Rent-A-Center (RCII) – Expected Acquisition – 60% upside

Current Price – $8.10

Buyout Offer - $13.00

Upside – 60%

Expiration Date – TBD

Computer Task Group (CTG) – Tender Offer + Shorting Opportunity – 10%-30% Upside

Current Price – $8.10

Tender Price – $8.05 – $9.00

Upside from Tender – 11% or $90 (if tender is priced at the upper limit)

Upside from Shorting – 30% (if share price reverts to unaffected levels)

Expiration Date – 16th of April 2018

AbbVie (ABBV) – Odd Lot Tender – $1200 upside or guaranteed $75

Current Price – $102

Tender Price – $99 – $114

Upside – 12% or $1200 (if tender is priced at the upper limit)

Expiration Date – 29th of May 2018

Whirlpool (WHR) – Odd Lot Tender Offer – 9% or $1400 upside

Current Price – $156

Tender Price – $150 – $170

Upside – 9% or $1400 (if tender is priced at the upper limit)

Expiration Date – 23rd of May 2018

CIT Group (CIT) – Odd Lot Tender Offer – 6% or $300 Potential Upside

Current Price – $53

Tender Price – $50 – $56

Upside – 6% or $300 (if tender is priced at the upper limit)

Expiration Date – 23rd of May 2018

Vote for Member Idea of the Month ($1,000 Prize)

Huge thanks to all the members who have shared their special situation ideas. Looking forward to hearing more interesting trades from you. And now it is time to determine the best member idea for March.

Dream Office REIT (D.UN.TO) – Odd Lot Tender Offer – C$60 Gain

Current Price – C$23.4

Offer Price – C$24

Upside – 2.5% or C$60 for odd lot holders

Expiration Date – May 3, 2018

BlackRock Debt Strategies Fund (DSU) – Odd Lot Tender Offer – $80 Gain

Current Price – $11.61

Offer Price – $12.36

Upside – 6.5% or $80 for odd lot holders

Expiration Date – 13th of April, 2018

Abertis Infraestructuras (ABE.MC) – Competing M&A Bids – 5%+ expected upside

Current Price – €18.76

Expected Payout - TBD

Upside – 5%+ (expected)

Expiration Date – Q1 2018

New Contest: Win $1000 every month for sharing investment idea

Since starting Member Ideas feature back in November, I have received and posted a total of 20 special situation ideas from the members. Some of these have already worked out quite well and the others are still pending:

Socket Mobile (SCKT) – Odd Lot Tender – 12% upside

Current Price – $3.8

Tender Price – $3.75 – $4.25

Upside – 12% or $45 (if tender is priced at the upper limit)

Expiration Date – 9th of March 2018

Local Shopping REIT (LSR.LON) – Liquidation – 53% upside

Current Price – 28.37p

Expected Proceeds – 43p (current NAV)

Upside – 53%

Expiration Date – TBD (expected in H2 2018)

Updates (Nov 2017)

Before digging into updates I would like to thank members who are actively contributing with their investment ideas and valuable commentaries. I am very happy with the investor community we have on the site and I am looking forward to further cooperation and dialog.

If you have any interesting special situation ideas or any other suggestions for the site, feel free to reach out at info@specialsituationinvestments.com.