15 June 2020
Idea Generator: Upcoming EU Spin and Activist Push into Fallen Spin Identified
After our April 2020 release, Perspecta (PRSP) grabbed the attention of the market last week when activist JANA Partners took a position in the company, citing shares are undervalued and clearing away for a takeover in this Fallen Spinoff idea. The stock jumped +19%. This week, we look at the other two former Spins identified in that release (ACA and CTVA), as well as Metso’s upcoming June 30 break-up. For more, click the link or the PDF attached.