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Spinoff Report, $1bn Apple Inc. Supplier Spinoff
By: Business Wire
Dec. 12, 2012 12:25 PM
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 called, Alent. “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 2013” 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.
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