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

iPass (IPAS) – Merger Arbitrage – 12% Upside

Current Price – $2.00

Acquisition Price – $2.38

Upside – 21% (less 9% borrow fees)

Expiration Date – Q1 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

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.

Radisson Hospitality (RADH.ST) – Mandatory Offer – 10%+ Upside

Current Price – SEK35.5

Buyout Consideration – SEK40+ (expected)

Upside – 10%+ (expected)

Expiration Date – Q4 2018 / Q1 2019 (expected)

ECN Capital (ECN.TO) – Tender Offer – 7.5% Upside

Current Price – C$3.49

Tender Price – C$3.35 – C$3.75

Upside – 7.5% (if priced at the upper limit)

Expiration Date – 10th Jan 2019

Birner Dental (BDMS) – Merger Arbitrage – 6% Upside

Current Price – $10.15

Acquisition Price – $10.62+ $0.13 CVR

Upside – 6%

Expiration Date – Jan 2019 (meeting scheduled for 20th of Dec)

Radisys (RSYS) – Merger Arbitrage – 14% Upside

Current Price – $1.51

Merger Consideration – $1.72

Upside – 14%

Expiration Date – Q4 2018

Kangaroo Resources (KRL.AX) – Going Private – 11% Upside

Current Price – A$0.135

Acquisition Price – A$0.15

Upside – 11%

Expiration Date – Nov 26th 2018

Tribune Publishing (TPCO) – Merger Arbitrage – 20% Upside

Current Price – $16.05

Merger Consideration – $19 – $20

Upside – 15% - 20%

Expiration Date – TBD

Yellowhead Mining (YMI.V) – Merger Arbitrage – 8% Upside

Current Price – C$0.81

Acquisition Price – C$0.87 (in stock)

Upside – 8%

Expiration Date – Q1 2019

Dell Technologies (DVMT) – Expected Sweetened Offer – 10%+ Upside

Current Price – $92

Expected Price – $105+

Upside – 10%+

Expiration Date – Dec 2018 (or Q1 2019)

Gain Capital (GCAP) – Tender Offer – 7% Upside

Current Price – $7.42

Tender Price – $7.24 – $7.94

Upside – 7% (if priced at the upper limit)

Expiration Date – November 6th, 2018

Blackrock Enhanced Government Fund (EGF) – Odd Lot Tender – $45 Opportunity

Current Price – $12.75

Tender Price – $13.22

Upside – 3.7% (or $45 for odd-lots)

Expiration Date – November 26th, 2018