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Naspers: a positive step toward unlocking the nav discount

Naspers stock has been buoyed in recent weeks by the announcement of a buyback program funded by the sell-down of its Tencent stake. With Naspers also...

July 6, 2022, 2:51 pm

Advent technologies: funding secured, with significant upside potential ahead

Advent received notification of Euro 782 million funding from the Greek state, which amounts to more than 6 times its current market capitalization, w...

June 30, 2022, 11:02 am

Vy global growth - short term trade - free optionality with a 4.68% yield

VY Global Growth has until October 2nd to announce a business combination. Shareholders who purchase at the current price of $9.87 should have an oppo...

June 22, 2022, 4:31 pm

Valvoline: potential separation event highlights underlying value

Saudi Aramco is reportedly interested in Valvoline's Global Products business. A separation event, even at a relatively conservative transaction multi...

June 9, 2022, 7:07 am

Avantor: narrowing the relative valuation gap

Avantor's pricing power has allowed it to outpace the inflationary headwinds. Cash flow remains strong, and thus, the balance sheet deleveraging is on...

May 20, 2022, 6:46 am

Hemisphere media: low-risk take private transaction with a free 30-70% price increase optionality

US-Hispanic-focused media company Hemisphere Media is being taken out opportunistically. The current deal offers a single-digit low-risk return....

May 19, 2022, 1:59 pm

Centamin has a lot of ‘unpriced optionality' says rbc

For investors in Centamin PLC (LSE:CEY, TSX:CEE, OTC:CELTF) there remains plenty of potential that has yet to be priced in, that's according to analys...

May 13, 2022, 9:49 am

Keyera: resilient midstream player with an attractive 6% dividend yield

Keyera's long-term growth outlook remains intact. The KAPS project should drive much of the near-term growth while energy transition efforts provide l...

April 26, 2022, 5:10 pm

Why amazon and its stock will continue to soar for decades

The tech giant's optionality is impressive....

April 23, 2022, 7:30 am

Why roblox is a compelling risk/reward bet with metaverse optionality

Why Roblox Is A Compelling Risk/Reward Bet With Metaverse Optionality...

February 5, 2022, 3:51 am

Why roblox is a compelling risk/reward bet with metaverse optionality

Why Roblox Is A Compelling Risk/Reward Bet With Metaverse Optionality...

February 5, 2022, 3:51 am

Why roblox is a compelling risk/reward bet with metaverse optionality

Why Roblox Is A Compelling Risk/Reward Bet With Metaverse Optionality...

February 5, 2022, 3:51 am

Guanajuato silver: high quality junior miner with upside optionality amidst record inflation

Macroeconomic environment conducive for higher silver prices. Producing junior miners provide upside leverage beyond the precious metal itself, and ca...

January 31, 2022, 12:25 pm

Guanajuato silver: high quality junior miner with upside optionality amidst record inflation

Macroeconomic environment conducive for higher silver prices. Producing junior miners provide upside leverage beyond the precious metal itself, and ca...

January 31, 2022, 12:25 pm

Guanajuato silver: high quality junior miner with upside optionality amidst record inflation

Macroeconomic environment conducive for higher silver prices. Producing junior miners provide upside leverage beyond the precious metal itself, and ca...

January 31, 2022, 12:25 pm

Lakeland bancorp: large nj bank with optionality

Lakeland Bancorp: Large NJ Bank With Optionality...

January 29, 2022, 3:58 am

Lakeland bancorp: large nj bank with optionality

Lakeland Bancorp: Large NJ Bank With Optionality...

January 29, 2022, 3:58 am

Lakeland bancorp: large nj bank with optionality

Lakeland Bancorp: Large NJ Bank With Optionality...

January 29, 2022, 3:58 am

Clear secure is a buy based on optionality alone

Clear Secure Is A Buy Based On optionality Alone...

January 2, 2022, 12:08 am

Clear secure is a buy based on optionality alone

Clear Secure Is A Buy Based On optionality Alone...

January 2, 2022, 12:08 am


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