Spinoff Report, $1bn Apple Inc. Supplier Spinoff
NEW YORK & LONDON -- December 12, 2012
Long Hedge & Mutual Funds need the companies they invest in to grow. The truth
is certain types of stocks aren’t growing fast enough. Shareholder activism
aside, there’s north of $1 Trillion of companies globally on the 2013 pipeline
of demergers that reveal a significant opportunity for true hidden value
investors to focus on.
The Spinoff Report (TSR) consistently unearths and analyzes stocks globally,
but in a unique style that no other investment research firm does. Just take a
look at TSR’s recent “5 Year Track Record” of long-only investment
recommendations to its clients on Spinoffs it has analyzed for hidden value
pre & post demerger.
Take the UK’s c$3bn Cookson Group (CKSN). Next week it’s due to Spinoff
(distribute shares to it shareholders) its performance materials division
“With more than +30% upside, our full analysis has discovered the hidden edge
on Alent’s business value”, comments Ryan Mendy, COO of TSR. “With its
products in north of 50% of the world’s heavily growing market of smartphones
and mobile tablets, including Apple, Cisco, HP, etc., Alent will be one of the
most embedded-value companies to have entered the FTSE250. There’s a lot more
hidden value special situations in Europe and the US like this to come in
TSR uniquely analyzes companies of non-transparent, but conglomerate held
stocks, where potentially highly valued businesses exist and could unlock
significant value if management were to Spinoff a division in the coming year.
With over 120 break-ups due, Mendy can demonstrate the Spinoff market is going
to grow significantly.
The Spinoff Report® (TSR)
Ryan Mendy, COO
+1 212 714 7046
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