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Allison Transmission (ALSN) & Dana Inc (DAN) Merger: A Merger Opportunity with Low Deal Risk

ALSN's purchase of DAN's off-highway business segment will add incremental FCF of ~$288M for ALSN, with low deal failure risk and upside potential of 12%-70%+ that is not currently priced in.
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GCI Liberty: A Spin-Off Opportunity with Multiple Catalysts
GCI Liberty may be an attractive short to medium term holding pending market revaluation driven by multiple catalysts.
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Initial Thoughts on Recent Events at Moberg.
Moberg recently announced that the no. of patients within a subset of patients who achieved clinical cure during the ongoing P3 were below the company's…
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Notes from Cipher Pharmaceuticals' Planet Microcap Interview dated 21 August 2024.
Cipher's CEO, Craig Mull, and President of U.S. Operations, Bryan Jacobs, have discussed their future aspirations for Cipher post-Natroba acquisition in…
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Estimate of Cipher Pharmaceuticals' Potential Future Operating Income Post-Natroba Acquisition.
Cipher's Natroba acquisition has fundamentally changed the business's future trajectory and its potential future value.
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OTC-Listed, U.S. Nanocap with High-Insider Ownership, No Institutional Ownership, 26% of Market Cap in Cash & Investments, High ROIC…
An introductory elevator pitch for an interesting nanocap investment idea potentially warranting further investigation.
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Initial Thoughts on Cipher's Acquisition of ParaPRO's, "Natroba"
Cipher Pharmaceuticals has purchased ParaPRO's scabies and headlice drug, "Natroba", for total consideration of $89.5 million USD.
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Haypp Group AB: A Fly-Wheel Business Surfing the Nicotine Pouch Tidal Wave, Positioned to Thrive Amidst Intense Competition
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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Haypp Group AB: Write-Up Preview
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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BQE Water: A Capital-Light Compounder with Expanding Margins and Long-Term Recurring Revenues
BQE Water is a high-quality Canadian microcap that offers a potential multi-bagger investment opportunity over the next 20 years.
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