Special Situation Investment Opportunities

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We focus on special situation investment and risk arbitrage ideas with short term catalysts. All investment opportunities are tied to some specific corporate action or event and are expected to generate returns in the near future with lower risk. Unbiased and high quality research is provided for each case.

Like-minded investors are welcome to join and contribute with their ideas and discussion.

Previous ideas are free to view for all visitors, however currently actionable ideas are restricted to members only. Currently there are  11 Actives Ideas posted on the site. For examples of previously published ideas check here.

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Inactive ideas



Trez Capital Mortgage Investment (TZZ) – Odd Lot Tender Offer – Free Option

Current Price – C$7.99

Offer Price – C$8.0 – C$8.3

Upside – 4% (C$30 for odd lot holders)

Expiration Date – 14th of Feb 2017

This is a tiny opportunity in Canada. Currently the shares trade one cent below the lower limit and thus odd-lot holders are guaranteed that their shares will be purchased at least at the same price in one month.  This is a free option on any potential share price appreciation in the meantime or tender being priced at the upper limit

  

Transalta (TA-PD.TO) – Exchange Offer – 2.7% upside

Arbitrage Trade

Upside – 2.7%

Expiration Date - Q1 2017

This idea was suggested to me by one reader of the site – it’s an arbitrage trade in Canadian preferred shares. Upside is tiny, but the deal itself is interesting – so I decided to write it up. I have a small position mainly to track how this transaction plays out.

      

ZAIS Financial (ZFC) – Tender Offer – 12% upside

Current Price –$14.06;

Offer price – at least $15.36 + $0.4 in dividends, a total of $15.76;

Upside – 12%

The tender offer is expected to be announced at the beginning of Q4 2016 and completed by the end of the quarter. Dividends will be distributed for record holders as of 30th of September 2016.

   

Coats Group (COA.LN) – Forced Selling – 10% upside

This special situation results from recent forced selling due to delisting from Australia and New Zealand exchanges.

Long investors in Coats Group (listed in London Stock Exchange) stand to make 10%+ if prices revert to back to previous 30p/share vs current GBP 26p/share.