SSI Weekly – Quick Pitches For AKUS, LMST, NTO.AX, SCHL
AKUS – Merger Arbitrage & CVR – Upside TBD
LMST – Merger Arbitrage – 5% Upside
NTO.AX – Potential Bidding War- Upside TBD
SCHL – Odd Lot Tender Offer – $260 Upside
AKUS – Merger Arbitrage & CVR – Upside TBD
LMST – Merger Arbitrage – 5% Upside
NTO.AX – Potential Bidding War- Upside TBD
SCHL – Odd Lot Tender Offer – $260 Upside
GNX.AX – Merger Arbitrage – 25% Upside
SIOX – Strategic Review – 50% Discount To Net Cash
SOT-UN.TO – Strategic Review/Activist Campaign – Upside TBD
TBPH – Odd Lot Tender Offer – $75 Upside
PMCB – Strategic Review/Activist Pressure – 37% Upside
GFF – Strategic review – Upside TBD
B – Merger Arbitrage – 90%+ Upside
DXC – Potential Takeover – 64% Upside
AGF-B.TO – Odd Lot Tender Offer – C$75 Upside
ZVO – Liquidation – 200% Upside
CANO – Potential Takeover – 58% Upside
XX.V – Potential Takeover – 60%+ Upside
The holidays have passed in a blink of an eye and we are back online – starting the new year with a full 2021 SSI review.
OIIM – Chinese Privatisation – 25% Upside
KNBE – Merger Arbitrage – 15% Upside
LSF – Merger Arbitrage – 67% Upside
MN – Merger Arbitrage – 5% Upside
VNET – Merger Arbitrage – 36% Upside
SGA – Potential Takeover – 22% Upside
PRPL – Non-Binding Takeover Interest – 11% Upside
DMS – Privatization By Management – 20% Upside
BOCH.L – Merger Arbitrage – 15%+ Upside
VLNS – Merger Arbitrage – 8% Upside
TNA.V – Merger Arbitrage – 6.5% Upside
APE – Share Class Arbitrage – 69% Upside
IMRA – Strategic Review – 58% Upside
SWKH – Potential Takeover – 24% Upside
FBRX – Multiple Activist Campaigns – 30% Upside
AGS – Merger Arbitrage/Potential Higher Offer – 21%+ Upside
ATCO – Expected Higher Bid – 16% Upside
IS – Merger Arbitrage – 27% Upside
LOTZ – Merger Arbitrage – 40% Upside
ALX – Activist Campaign – 50% Upside
TTNP – Reverse Merger/Activism – TBD Upside
IFM.AX – Merger Arbitrage/Bidding War – 9%+ Upside
KINS – Potential Sale / Activist Pressure – 30%+ Upside
KLTR – Merger Arbitrage – 16%+ Upside
ANGN – Net-Net / Strategic Review – 34% Upside
HSBI – Merger Arbitrage – 5% Upside
URF.AX – Liquidation – 100% Upside
IMRA – Strategic Review – 100% Upside
RPID – Merger Arbitrage – 9%+ Upside
RAP.AX – Merger Arbitrage – 27% Upside
RDUS – Merger Arbitrage With CVR – 12x Upside
NXDT – REIT Conversion – 40%-50% Upside
CBIO – Expected Liquidation – 16% Upside
MITO – Going Private – 7%+ Upside
RBCN – Cash Shell with a Tender Offer – 18x Upside
RFP – Merger Arbitrage with CVR – 32% Upside
FEC.TO – Odd Lot Tender Offer – 18% Upside
GSMG – Chinese Take-Private – 15% Upside
EVO.AX – Activist Campaign/Company Sale – 100% Upside
USWS – Merger Arbitrage – 10% Upside
WOW – Rumored Sale – TBD Upside
UEX.TO – Merger Arbitrage – 6% Upside
TGR.AX – Potential Higher Offer – TBD Upside
0709.HK – Take Private Atempt – TBD Upside
ACQ.TO – Tender Offer – TBD Upside
EPZM – Pharma CVR – 66% Upside
Our tracking portfolio returned 0.2% during September 2021 and 53.5% year-to-date. A detailed performance breakdown is provided below.
Our tracking portfolio generated 6% return during the month and 32% year-to-date. A detailed performance breakdown is provided below.
During February 2021 we’ve posted 11 new ideas
The year has started out great. In January 2021 we posted 12 new ideas
During December 2020 we’ve posted 6 new ideas.
This month we’ve posted 12 new special situation ideas
We’ve posted 11 ideas during October 2020
During September we have posted 11 new cases.
We’ve posted 9 ideas during August 2020.
During July 2020 we’ve posted 18 new ideas.
During May 2020 we’ve posted 9 new ideas.
During April 2020 we’ve posted 10 new ideas.
During March 2020 we’ve posted 22 new ideas.
During February 2020 we’ve posted 9 new ideas.
During January 2020 we’ve posted 17 new ideas.
Please vote for April’s best idea.
Please vote for March best idea.
Detailed info on the newly started monthly contest
Introducing new Member Ideas section.
Updates on recent investment ideas
Updates on recent investment ideas
SSI tracking portfolio rebounded nicely with a +9.3% gain in August. We are now up just over 11% YTD. A detailed performance breakdown is provided below.
Our tracking portfolio has returned +2.6% during Apr’22 and is +10% YTD. A detailed performance breakdown is provided below.
Our tracking portfolio generated 9.5% return during June 2021 and 46% year-to-date. A detailed performance breakdown is provided below.
Our tracking portfolio has returned +2.5% during March 2022 and is up 597% since 2017. A detailed performance breakdown is provided below.
Our tracking portfolio generated 3.9% return during August 2021 and 53% year-to-date. A detailed performance breakdown is provided below.
Our tracking portfolio generated 1.3% return during July 2021 and 47% year-to-date. A detailed performance breakdown is provided below.
Our tracking portfolio to a big dive of -13.3% during June’22 and is down 8.7% YTD. The monthly move was somewhat ahead of the 9.5% decline in the S&P. A detailed performance breakdown is provided below.