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Data Scrub
A busted merger arb play in the data analytics sector offering 70% - 149% upside.
3 hrs ago
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Conor Maguire
1
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Data Scrub
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1
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
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A PGMs Situation Starting to Shine
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Wind of Change
A deeply-discounted "event-in-waiting" situation offering a ~18% cash yield and ~60%+ upside.
May 22
•
Conor Maguire
3
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Wind of Change
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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
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Where Are We & What To Do?
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April 2025
A Copper-Bottomed Situation
An overlooked copper play critical to European defence and infrastructure offering ~70%+ upside.
Apr 29
•
Conor Maguire
4
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A Copper-Bottomed Situation
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2
A Tariff-ic Set-Up?
A Value Sits Portfolio name that could benefit from Trump's tariffs.
Apr 4
•
Conor Maguire
2
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A Tariff-ic Set-Up?
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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
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An Explosive Situation
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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
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Dalata Hotel Group: Check-Out Time?
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4
Ground and Pounds
A specialist contractor trading at a significant discount to peers and offering 85%+ upside.
Mar 11
•
Conor Maguire
1
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Ground and Pounds
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February 2025
Cementing Value
An asymmetric post-spin off situation offering 50% - 100%+ upside.
Feb 24
•
Conor Maguire
3
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Cementing Value
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Tactical Commodities Basket - Stock #10
A commodity player that offers attractive exposure to a range of essential commodities / Concluding thoughts on the Basket project.
Feb 19
•
Conor Maguire
1
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Tactical Commodities Basket - Stock #10
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Tactical Commodities Basket - Stock #9
My preferred play on coal for inclusion in the Tactical Commodities Basket.
Feb 18
•
Conor Maguire
1
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Tactical Commodities Basket - Stock #9
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