Data Scrub
A busted merger arb play in the data analytics sector offering 70% - 149% upside.
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Value Situations is NOT investment advice and the author is not an investment advisor.
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In this issue of the newsletter, I present the investment case for a UK-listed data analytics company that is currently trading as a busted merger arb situation following the collapse of recent takeover discussions.
The stock now appears fundamentally cheap after a ~23% price decline, and looks set to benefit from a number of catalysts over the next 12+ months and offers a compelling, asymmetric risk/return profile.
The stock is…