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Month: May 2020
Endor: 100% revenue growth and explosive long-term trajectory at only 7x EBIT and 10x P/E – this German small-cap should triple (and keep going)
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More on NIO: the devil is in the details
A month ago I broke down the Nio/Hefei transaction that purported to put a high valuation on Nio's China business, suggesting that US investors and bondholders were probably being fleeced. With the release of Nio's 20-F annual filing, we can now definitively conclude that the Hefei 'Strategic Transaction' is nothing more than an asset strip, … Continue reading More on NIO: the devil is in the details
INTL FCStone (INTL): GCAP is the steal of the century, 60-70% upside
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Mark to market: catching up on GAN, WTE, AER, Gold, Tankers, BFAM, and more
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Gain Capital: deal recut highly likely, option-like upside payout in 3 weeks
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Metlifecare: heads I win big, tails I don’t lose (or better)
Thesis summary: Metlifecare (MET), a New Zealand-listed retirement village operator, is a highly attractive, 'heads I win big, tails I don't lose' type of investment. EQT, the Swedish private equity powerhouse, is attempting to reneg on a recently-agreed takeover of MET at $7/share - a 68% premium to the current quote ($4.16) - by claiming the onset … Continue reading Metlifecare: heads I win big, tails I don’t lose (or better)