Event Previews
Special Situations
Names Prime for Activism Added to Ideas Calendar
In addition to the companies announcing strategic reviews of their segments (with the potential results of a Spinoff further down the line), we've added two names to the Special Situations Event Preview this month we believe are prime for activist involvement to improve operations and generate value creation for shareholders. These names are The Cheesecake Factory, Inc. (CAKE) and J Sainsbury Plc (SBRY LN). Read on for more inside.

Please click above to download the latest Special Situations Event Preview.

Dear Partners,

This is the first step toward crafting bespoke research, and is an opportunity to have your core objections to any covered situation addressed within the final research produced.

  1. Ultimately, this will base our fundamental, technical and insider analysis and recommendations around what you don't know yet but find vital to understand before taking action. 
  2. You will be contacted personally in the coming weeks by our global deals analyst (Jonathan P. Morgan) regarding these companies, so please digest the 20 situations contained within. If you have any early questions, send them directly to research@edgecgroup.com

Timing -
This will be released monthly, allowing you to see the situations that we're working on right now, which range from unknown privatizations / restructuring to management / organizational changes.

Extra Benefits for You and the Team - 

  • Global Idea Flow - Ensuring you see opportunities from around the world not seen in the mainstream;
  • Under Covered Names - Enabling you to get into less crowded investments, increasing return potential;
  • Multi Catalyst Events - Multiple situations keeping your team busy with analyzing and not sourcing;
  • Maximum Investment Ideas - Filling the needs of those who want the idea and those who want the full report;
NOTE: These are not recommendations on which to take action, but are intended as previews of upcoming or ongoing situations that we believe hold potential value.
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To discuss any upcoming notes or for any urgent
assistance, please contact Jonathan Morgan
+44 (0) 845 459 7103 jm@edgecgroup.com