Dalius - Special Situation Investments @InvestSpecial
Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017. SpecialSituationInvestments.com Not financial advice Joined March 2015-
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Finally, the offer for $0973 has been announced. Reinold Geiger (owns 73%) will buy the company at HK$34/share. A 5% spread still remains. Full pitch here: specialsituationinvestments.com/2023/08/quick-…
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This one escalated quickly. $SLCA just received a take-private offer at $15.50/shr, a 20% premium to pre-announcement levels. The offer seems a bit light, and the market seems to agree, with the stock currently trading slightly above the bid. A higher offer seems possible here.
This one escalated quickly. $SLCA just received a take-private offer at $15.50/shr, a 20% premium to pre-announcement levels. The offer seems a bit light, and the market seems to agree, with the stock currently trading slightly above the bid. A higher offer seems possible here.
10-page deep dive on $VTY.L from Crossroads Capital 👇 If anyone is looking into this idea, this is a must-read. Full report here: crossroadscap.io/investor-lette…
Interesting SOTP setup with $SLCA, offering a potential 50% upside. Management conducted a strategic review of its business a couple of years ago. However, they concluded that separating its two businesses would not be feasible without addressing the debt overhang. Now that the…
New idea published on SSI (for subscribers only): - Strategic review with multiple rumored suitors. - Lower-quality peers acquired at higher multiples, while superior firms trade way above the current valuation. - Limited downside and a large upside. specialsituationinvestments.com/ideas/
Potential takeover thesis on $SONG.L just worked out. Thank you, Daniel, for this one! Full pitch here: specialsituationinvestments.com/2024/03/hipgno…
$TRIP $LTRPA arbitrage just keeps on giving. Successfully trading it for the fourth time already: Apr'21 +32% in 4 months. Mar'22 +30% in 4 weeks. Aug'22 +50% in 3 weeks. Apr'24 +24% in 1.5 months. The latest pitch: specialsituationinvestments.com/2024/02/libert…
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@InvestSpecial @gatorcapital @InvestorPilk @Fairlight_Cap @vdmandele @_Tourlite @DeepSailCapital @JamesHollier24 @Headwaters_Cap @SagaPartners That's an excellent list!
@InvestSpecial @alluvialcapital @eriksen_tim @LaughingH20Cap @CapitalVoss @LuisVSanchez777 Many thanks for your recommendation.
@InvestSpecial @gatorcapital @InvestorPilk @vdmandele @_Tourlite @DeepSailCapital @JamesHollier24 @Headwaters_Cap @SagaPartners Many thanks for including us on this great list. 🙏
@InvestSpecial @alluvialcapital @eriksen_tim @LaughingH20Cap @CapitalVoss @LuisVSanchez777 Take a look at Greenhaven's 2022 performance before you get too excited - for example this dude was long and strong APPS all the way down
@InvestSpecial @alluvialcapital @eriksen_tim @LaughingH20Cap @CapitalVoss Thank you, Dalius!
👇
Missed this one before. Vistry $VTY Betaville speculation (ie gossip) of a potential takeover. "People following the situation have rumours at least one US-based private equity firm has been studying the possibility of purchasing Vistry.."
Great letter from @LaughingH20Cap on $LFCR and generally really good overview of the CDMO market. This is a must-read: static1.squarespace.com/static/5d93ed0…
@InvestSpecial With FCF above 15% of MCap and low Net Debt/EBITDA, they could choose to do a large stock buy back.
Thanks for the shout-out! 👀 @AboveAvgOdds
10-page deep dive on $VTY.L from Crossroads Capital 👇 If anyone is looking into this idea, this is a must-read. Full report here: crossroadscap.io/investor-lette…
Interesting pitch from Merion Road Capital (@aaronjsallen) on $CLH 👇 The largest U.S. hazardous waste management company trading at just 10x 2025 EBITDA, substantially below its MSW brethren despite comparable business characteristics. Full letter: merionroadcapital.com/_files/ugd/f6e…
And we're out with a new Toffcap Monday Monitor, our regular overview of interesting event-driven trades and companies. This is our best one so far🔥🔥 Special thanks this week to @FernandoInvests, @absreturnchase, @theotheraharon , @StockJabber , @BitMoreLeverage and…
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