Value Situations

Value Situations - Announcement

Newsletter Status Update

Sep 3 • 

Conor Maguire

10

July 2025

Chemical Warfare

A unique and out-of-favour chemicals producer with multibagger upside potential.

Jul 25 • 

Conor Maguire

9

2

June 2025

Data Scrub

A busted merger arb play in the data analytics sector offering 70% - 149% upside.

Jun 30 • 

Conor Maguire

5

5

May 2025

A PGMs Situation Starting to Shine

Catalysts starting to play out for a Value Sits Model Portfolio name.

May 29 • 

Conor Maguire

5

Wind of Change

A deeply-discounted "event-in-waiting" situation offering a ~18% cash yield and ~60%+ upside.

May 22 • 

Conor Maguire

3

Where Are We & What To Do?

Between a bull and a bear market, and the Lesson of Buffett according to Michael Burry.

May 16 • 

Conor Maguire

7

April 2025

A Copper-Bottomed Situation

An overlooked copper play critical to European defence and infrastructure offering ~70%+ upside.

Apr 29 • 

Conor Maguire

4

2

A Tariff-ic Set-Up?

A Value Sits Portfolio name that could benefit from Trump's tariffs.

Apr 4 • 

Conor Maguire

2

4

An Explosive Situation

An asymmetric special situation and growth play on the European defence sector offering 40% - 100%+ upside.

Apr 1 • 

Conor Maguire

4

2

March 2025

Dalata Hotel Group: Check-Out Time?

Dalata now in play after announcement of strategic review; potential upside of 80%+

Mar 24 • 

Conor Maguire

6

Ground and Pounds

A specialist contractor trading at a significant discount to peers and offering 85%+ upside.

Mar 11 • 

Conor Maguire

1

February 2025

Cementing Value

An asymmetric post-spin off situation offering 50% - 100%+ upside.

Feb 24 • 

Conor Maguire

3