External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Grifols A/B Spread Trade involves the spread between Grifols' ordinary A shares and Preference B shares</li><li>Grifols and Brookfield announced an exclusive agreement to evaluate a potential acquisition of the entire company</li><li>A/B shares were issued in 2011 as part of an acquisition, allowing Grifols to expand its presence in the biopharmaceutical sector while maintaining voting power for the Grifols family</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Grifols A/B Spread Trade involves the spread between Grifols' ordinary A shares and Preference B sharesGrifols and Brookfield announced an exclusive agreement to evaluate a potential acquisition of the entire companyA/B shares were issued in 2011 as part of an acquisition, allowing Grifols to expand its presence in the biopharmaceutical sector while maintaining voting power for the Grifols familyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Grifols A/B Spread (GRF.P) - Monday, Jul 8, 2024

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>Since mid-July, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 8 widened, 2 remained at same level).</li>
<li>Recommended trades long preferred / short ordinary shares: Atlas Copco, <a href="https://www.smartkarma.com/entities/grifols-sa" target="_blank" data-smartkarma-citation="entities:21274:1" rel="noopener">Grifols SA (GRF SM)</a> (see section on the company), Media-for-Europe, Sixt.</li>
<li>Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.</li>
</ul>


Since mid-July, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 8 widened, 2 remained at same level).
Recommended trades long preferred / short ordinary shares: Atlas Copco, Grifols SA (GRF SM) (see section on the company), Media-for-Europe, Sixt.
Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.


Liquid Universe of European Ordinary and Preferred Shares: August‘24 Report

<ul>
<li>
Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have tightened, 5 widened, 1 remained at same level).</li>
<li>Recommended trades long preferred / short ordinary shares: Atlas Copco, Grifols (see section on the company), Media-for-Europe, Sixt.</li>
<li>Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.</li>
</ul>



Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have tightened, 5 widened, 1 remained at same level).
Recommended trades long preferred / short ordinary shares: Atlas Copco, Grifols (see section on the company), Media-for-Europe, Sixt.
Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.


Liquid Universe of European Ordinary and Preferred Shares: July‘24 Report

<ul><li>Grifols facing controversy over high debt, aggressive accounting practices, and financial sustainability doubts</li><li>Despite challenges, Grifols is a major player in blood plasma-derived therapies market and has improved margins</li><li>Company generated over EUR700m in free cash flow in 2020, expected to return to positive cash flow in 2025 with decreased costs and slowed growth investments; recent asset sale to reduce debt and new CEO joining to work towards stable financial future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Grifols facing controversy over high debt, aggressive accounting practices, and financial sustainability doubtsDespite challenges, Grifols is a major player in blood plasma-derived therapies market and has improved marginsCompany generated over EUR700m in free cash flow in 2020, expected to return to positive cash flow in 2025 with decreased costs and slowed growth investments; recent asset sale to reduce debt and new CEO joining to work towards stable financial futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Grifols S A (GRFS) - Wednesday, Mar 13, 2024

<ul>
<li>Since mid-March, amid sessions of significant volatility, share-price spreads have generally tightened across the European liquid universe of ordinary and preferred shares, with 10 tightening and 9 widening.</li>
<li>The discount of Grifols B has widened although Brookfield is again knocking at the door; Handelsbanken B shares trade at 48% premium to A shares. </li>
<li>Recommended trades long preferred/short ords: Atlas Copco, Grifols. Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.</li>
</ul>


Since mid-March, amid sessions of significant volatility, share-price spreads have generally tightened across the European liquid universe of ordinary and preferred shares, with 10 tightening and 9 widening.
The discount of Grifols B has widened although Brookfield is again knocking at the door; Handelsbanken B shares trade at 48% premium to A shares. 
Recommended trades long preferred/short ords: Atlas Copco, Grifols. Recommended trades long ordinary / short preferred shares: Henkel, SSAB Svenska Stal.


Liquid Universe of European Ordinary and Preferred Shares: April '25 Report

Spain

Grifols S.A. develops, manufactures, and markets plasma derivatives, IV Therapy, enteral nutrition, diagnostic systems, and medical materials.

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Grifols (GRFS US)

Grifols A/B Spread (GRF.P) - Monday, Jul 8, 2024

A/B shares were issued in 2011 as part of an acquisition, allowing Grifols to expand its presence in the biopharmaceutical sector while maintaining...

Value Investors Club

Liquid Universe of European Ordinary and Preferred Shares: August‘24 Report

Since mid-July, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened,...

Jesus Rodriguez Aguilar

Liquid Universe of European Ordinary and Preferred Shares: July‘24 Report

Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have...

Jesus Rodriguez Aguilar

Grifols S A (GRFS) - Wednesday, Mar 13, 2024

Grifols, a biopharma company, has faced financial challenges but is making improvements and working towards a more stable future.

Value Investors Club

Liquid Universe of European Ordinary and Preferred Shares: April '25 Report

Since mid-March, with sessions of massive volatility, share-price spreads have generally tightened across European liquid universe of ordinary and...

Jesus Rodriguez Aguilar

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