The excellent Above Average Odds Investing has a great analysis of Visteon Corporation (VSTNQ). Here’s the pitch: Thesis: The Visteon Corporation is a classic post reorg/special situation with a large margin of safety and substantial near-term upside potential. Brief Business Description: Visteon Corporation is a global Tier 1 supplier of automotive products to original equipment [...]
Posts Tagged ‘Special Situation’
Above Average Odds on Visteon Corporation (VSTNQ)
Posted in Stocks, tagged Special Situation, Visteon Corporation (PINK:VSTNQ) on September 29, 2010 | 2 Comments »
Special situation: MRV Communications Inc (OTC:MRVC)
Posted in Activist Investors, MRV Communications Inc (OTC:MRVC), Special Situation, Stocks, Value Investors for Change, tagged Activist investment, Liquidation Value, MRV Communications Inc (OTC:MRVC), Net Current Asset Value, Special Situation on August 25, 2009 | 1 Comment »
MRV Communications Inc (OTC:MRVC) is an activist play with Value Investors for Change – who recently filed proxy documents in relation to VXGN – seeking to replace the “current, ineffective board of directors” with a new board of “highly qualified, independent directors committed to realizing for all MRVC stockholders the fullest potential of their investments.” [...]
Special situation: Facet Biotech Corporation (NASDAQ:FACT)
Posted in Activist Investors, Baupost Group, Facet Biotech Corporation (NASDAQ:FACT), Robert. L. Chapman, Special Situation, Stocks, tagged Baupost Group, Facet Biotech Corporation (NASDAQ:FACT), Robert. L. Chapman, Seth Klarman, Special Situation on April 22, 2009 | 11 Comments »
Facet Biotech Corporation (NASDAQ:FACT) is a new category of investment for us: special situations. It’s an activist play with a catalyst in the form of Dr. Roderick Wong’s nomination for the annual meeting of an alternative slate of directors, including well-known activist investor Robert. L. Chapman. The dissident slate has called for a cash dividend [...]

