Large asset sale - Special Situation Investments

Previous opportunities are free to view for all visitors, however currently actionable cases are restricted to members only

Waldencast (WALD) — Large Asset Sale — 25%+ Upside

Aug 3, 2026Jun 30, 2026

Current Price: $1.50

Target Price: $1.80-$1.90

Potential Upside: 25%

Expected Timeline: Q3 2026

SUBMIT IDEA

Quick Pitch: Cygnus Metals (CY5:AX)
Does the 10% math above include the Sep 24 dividend that would be paid on…
mishaba on Sep 9, 2026
vPcfmK sxl5uUbxWbje (wwQi) — Ij70eZ kRL66bMib — z2% 5LMmJK
Fiscal Q3 results (July quarter) are out. Cash burn came in slightly below expectations, and…
dt on Sep 9, 2026
Liquidia (LQDA)
A ruling has not yet been made.
Tom on Sep 9, 2026
Quick Pitch: Xponential Fitness (XPOF)
XPOF finally hired a permanent CFO. They highlighted her M&A experience, but nothing really stands…
Kayne on Sep 9, 2026
Liquidia (LQDA)
I haven’t looked at it recently, but Buckley Capital had a quick update on it…
Giorgi on Sep 9, 2026
Quick Pitch: Cygnus Metals (CY5:AX)
I haven't had any problems with these so far.
Lez on Sep 9, 2026
Liquidia (LQDA)
Curious if anyone has any thoughts on LQDA here? Went on quite a run and…
exponential on Sep 9, 2026
Quick Pitch: Cygnus Metals (CY5:AX)
Does anyone know if IBKR can handle the exchange without any additional effort by the…
Tom on Sep 9, 2026
Quick Pitch: Pacific Current Group (PAC:AX)
PAC has now disclosed the name of the rumored bidder behind May's proposal: it was…
dt on Sep 7, 2026
Quick Pitch: Cygnus Metals (CY5:AX)
CAML shareholders approved the merger - I saw this as the main hurdle that could…
dt on Sep 7, 2026
Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
NAV/share fell from 103.83p to 98.84p, with most of the decline driven by the reassessment…
Giorgi on Sep 4, 2026
iRx0OO8 LdQPj (6wSyzC:KY) — 8aZ9y41 gjrtiL r6ULGFR8 — BG% Y8JVTI
They make an attractive final offer and win approval from 85% of minority shareholders ;).…
dt on Sep 4, 2026
vtsvcAy vezXp (ixmec5:z6) — NZI2AHI tYyQ4u jXbKpXdt — 8x% uShdNQ
tap356, I am not thinking in precise odds for each potential bid level. My guess…
dt on Sep 4, 2026
Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
I think it's largely done in my view, I misread the announcement as being at…
DanielK on Sep 3, 2026
Guest Pitch: Falcon Oil & Gas (FO:V)
Me, too on IBKR, but still waiting on FlatexDegiro..
incubatec on Sep 3, 2026
Guest Pitch: Falcon Oil & Gas (FO:V)
finally got my TBN shares yesterday. Not too bad that TBN shares are up >15%…
Vince on Sep 3, 2026
qXnhaOP Ec C4DDdjVipbu (hhZg:Q) — FwSKEpGp1 cxARlpOl – 37% pZFFxe
The company has just released a brief trading update for the 17 weeks through the…
dt on Sep 3, 2026
Quick Pitch: Cementos Pacasmayo (CPAC)
The valuation firm has finally been appointed. As I understand, this starts the clock on…
dt on Sep 3, 2026
Guest Pitch: LivePerson (LPSN)
Nice one. Well done and thank you.
Chris DeMuth Jr on Sep 3, 2026
Guest Pitch: LivePerson (LPSN)
Your timing and predictions were flawless! Thanks for sharing, happy so see it playing out…
dt on Sep 3, 2026
Guest Pitch: LivePerson (LPSN)
LPSN arb worked just as predicted. The merger has been approved without any issues and,…
Tomuk on Sep 3, 2026
Guest Pitch: Gold Reserve (GDRZF)
Upside on Rusoro if they ever actually get paid. If their full claim gets reimbursed…
Warrant Buffet on Sep 2, 2026
a4IF6 0NSln: tKx T2OdA3 (0G:d5)
Not related to the odd lot which seems fine but AC valuation. The 25% "minority…
Warrant Buffet on Sep 2, 2026
5pMRz FEl70: VVi Ny7eol (Kr:rr)
I confirmed yesterday with Schwab that it shows up in their internal corporate actions page,…
JonInWherever on Sep 2, 2026
4vryc B7RjO: OWF gcdNiW (Xq:Xc)
I would like to know this as well, since I cannot purchase on the Toronto…
Jim Petroskey on Sep 2, 2026
q22No eXUIG: Sex x1OuQM (n6:j0)
Check out this golden comment: https://www.specialsituationinvestments.com/2023/11/quick-pitch-docebo-dcbo/#comment-18125 That whole comment section also has a pretty detailed…
kayne on Sep 2, 2026
NDYUQ DZCv9: cfj 89fOxM (Lr:pK)
Yes, it will qualify.
Giorgi on Sep 2, 2026
Guest Pitch: Regis (RGS)
The turnaround continues, though fiscal Q4 came in softer than Q3. There is still no…
dt on Sep 2, 2026
Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
Nice progress with both asset sales. But what do you make of the structure of…
Tomuk on Sep 2, 2026
Guest Pitch: VH Global Energy Infrastructure (ENRG:L)
US terminal and 6 Brazilian PV assets both sold over the last few days, for…
DanielK on Sep 2, 2026