Special Situation Investments

Asaleo Care (AHY.AX) – Expected Higher Offer – Upside TBD

Feb 18, 2021Dec 17, 2020

Current Price: A$1.30

Current Offer: A$1.26 (higher bid expected)

Upside: TBD

Expiration Date: TBD

SUBMIT IDEA

Riviera Resources (RVRA)
Any updates on this?
simcha123 on Jun 7, 2023
Hollysys Automation Technologies (HOLI)
HOLI went up 10% yesterday as rumors appeared on Dealreporter that the company's management has now teamed up with CITIC…
Ilja on Jun 7, 2023
Talaris Therapeutics (TALS)
Great exit DT, now TALS back to original idea levels - is the story unchanged and worth another look?
TheRick on Jun 6, 2023
Hollysys Automation Technologies (HOLI)
https://seekingalpha.com/news/3977901-hollysys-automation-gains-amid-report-of-management-led-buyout-talks
ypunj on Jun 6, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
If anyone is still wondering, the exchange offer has already been announced on IB.
Giorgi on Jun 6, 2023
Nam Tai Property (NTP)
Not so fast! "The Company is now in the process of registering its Chief Executive Officer, Yu Chunhua, as the…
Terence on Jun 5, 2023
Nam Tai Property (NTP)
It appears that the board has control of the "chop" in China. The CEO is instated as the legal representative…
Vince on Jun 5, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
I’m not sure how conservative/aggressive the price per bed assumption is that management used to calculate the estimated portfolio value…
RW on Jun 1, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
RW and DT, big thanks for sorting out the "change of control" provisions. Thus, tendering is certainly attractive, right? Or…
Terence on Jun 1, 2023
SSI Weekly – Quick Pitches For ZVO, CANO and XX.V
Seems like somethings going down with XX?
TheRick on Jun 1, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Thanks for spotting this. I have mistakenly looked at the terms of Series A instead of Series B (all in…
dt on Jun 1, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Hi dt, I found the below on pg. 91 regarding the redemption of Series B (assuming the exchange is successful)…
RW on Jun 1, 2023
SSI Weekly – Quick Pitches For BATRA, CNCE, ELSE
Thanks Lukas, feedback and insight is always appreciated. I tend to stay away from highly leveraged situations, or if I…
G98 on Jun 1, 2023
SSI Weekly – Quick Pitches For BATRA, CNCE, ELSE
I would generally agree with you on this debt risk. However, it seems that other strong sports teams are also…
Lukas on Jun 1, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Yes just wait a couple weeks until mid-June. It takes some time for Fidelity and other brokers to receive the…
RW on Jun 1, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Its my understanding is there are two steps to this process. The first is exchanging shares and the period to…
rbx2capya on May 31, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
I think just wait. The offer was just announced on May 25, and usually brokers need some time to get…
Terence on May 31, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Doesn’t it need to be voted on first?
Hasilp89 on May 31, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
Is anyone else having difficulty figuring out how to exchange shares? My custodian (Fidelity) doesn't know anything about the exchange…
rbx2capya on May 31, 2023
TCR2 Therapeutics (TCRR)
For anyone still following, the merger has been approved by the shareholders of both companies with almost all shares voting…
Giorgi on May 31, 2023
SSI Weekly – Quick Pitches For BATRA, CNCE, ELSE
With BATRA they generally have negative operating income and their net debt to ebitda is > 8. In general their…
G98 on May 31, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
RHE has finally commenced the exchange offer of Series A prefs into new Series B prefs. Interestingly, the potentially dangerous…
dt on May 30, 2023
TCR2 Therapeutics (TCRR)
Nasdaq delisting notice for TCRR came out which says the deal will close Thursday June 1 - subject to shareholder…
hta on May 26, 2023
Quick Pitch: Regional Health Properties (RHE-PA)
commenced an offer to exchange. Should we submit for this exchange? https://finance.yahoo.com/news/regional-health-properties-inc-announces-150000879.html
Terence on May 25, 2023
TCR2 Therapeutics (TCRR)
Dan, thanks for sharing this arbitrage idea. Will be interesting to see if the vote will pass as easily as…
dt on May 25, 2023
TCR2 Therapeutics (TCRR)
I have exited my TCRR/ADAP arbitrage position at the current levels. Yesterday, the merger spread narrowed to 2.5%, and the…
DanX on May 25, 2023
Nanoco Group (NANO.L)
NANO's largest individual shareholder Tariq Hamoodi (owns 4%) has gone activist and released a presentation demanding board changes. Hamoodi claims…
Lukas on May 24, 2023
Talaris Therapeutics (TALS)
I have decided close TALS position and remove it from the active ideas list. The current price of $2.9/share is…
dt on May 24, 2023
SSI Weekly – Quick Pitches For SGA, DNTL.TO, CBIO
Closing out my optimism for an SGA variable dividend this year with Sam Bush's (CFO) response to my question. Anyone…
TheRick on May 24, 2023
Companhia Brasileira de Distribuicao (CBD)
Thank you Povilas for sharing this pitch.
dt on May 19, 2023