Event-Driven Investment Opportunities, Special Situation Investments

Dalius Tauraitis

Event-Driven Investment Opportunities

Special Situation Investments

Focus on event-driven trades and low risk arbitrage opportunities with short term catalysts

Event-Driven

<ul><li>OCI N.V. (OCI:AS) will close its third asset sale next week, potentially announcing a €14.5/share dividend.</li><li>Liquidia (LQDA) saw a 10% share price increase after the Supreme Court rejected UTHR’s patent appeal.</li><li>Finch Therapeutics Group (FNCH) could see enhanced damages from Ferring Pharmaceuticals due to willful patent infringement.</li></ul>

OCI N.V. (OCI:AS) will close its third asset sale next week, potentially announcing a €14.5/share dividend.Liquidia (LQDA) saw a 10% share price increase after the Supreme Court rejected UTHR’s patent appeal.Finch Therapeutics Group (FNCH) could see enhanced damages from Ferring Pharmaceuticals due to willful patent infringement.

SSI Newsletter Highlights: OCI Asset Sale, BOOM Review, LQDA Patent Win, MSTR Premium

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>SEC narrowly approves listing of spot Bitcoin ETF citing high correlation between CME futures and spot bitcoin price and adequacy of CME surveillance sharing.</li>
<li>New ETFs offer highly competitive expense ratios. ETFs also offer discount to expense ratio during a discount period.</li>
<li>ETFs see strong trading activity on day 1 but much of it likely came from outflows from GBTC to lower cost ETFs.</li>
</ul>


SEC narrowly approves listing of spot Bitcoin ETF citing high correlation between CME futures and spot bitcoin price and adequacy of CME surveillance sharing.
New ETFs offer highly competitive expense ratios. ETFs also offer discount to expense ratio during a discount period.
ETFs see strong trading activity on day 1 but much of it likely came from outflows from GBTC to lower cost ETFs.


Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

Equity Bottom-Up

Microstrategy Inc Cl A / Equity Bottom-Up

<ul>
<li>MicroStrategy is currently overvalued and has a potential downside of up to 75%, making it an unwise investment for Bitcoin exposure.</li>
<li>Analyst at TD Cohen makes a bullish call on MicroStrategy as a Bitcoin play, but author disagrees.</li>
<li>MicroStrategy (<span class="ticker-hover-wrapper">NASDAQ:MSTR</span>) is set to release its second quarter earnings.</li>
</ul>


MicroStrategy is currently overvalued and has a potential downside of up to 75%, making it an unwise investment for Bitcoin exposure.
Analyst at TD Cohen makes a bullish call on MicroStrategy as a Bitcoin play, but author disagrees.
MicroStrategy (NASDAQ:MSTR) is set to release its second quarter earnings.


MicroStrategy: A Dilutive Share Issue Or Bitcoin Sale May Be Due

Technical Analysis / Chartered Market Technician, The Markets Academy

David Coloretti, CMT

Technical Analysis / Chartered Market Technician

The Markets Academy

TMA implements 2 strategies. 1) Tactical ... Trend Sustainability Score (TSS) allows TMA to identify exhaustion / reversal points in interim trends by utilising our proprietary analysis of ST momentum indicators. 2) Medium Term ... our 3 Pillars approach to technical analysis allows TMA to determine high probability medium term outcomes in markets.

Technical Analysis

Microstrategy Inc Cl A / Technical Analysis

<ul>
<li>TSS or "Trend Sustainability Score" is our proprietary momentum based tactical methodology. TSS has a proven record of identifying the exhaustion points in interim trends. </li>
<li>On 17 February 2023 TSS identified exhaustion in the MSTR US uptrend and targeted a minimum 10% reversal in 1-2 weeks.</li>
<li>On 24 February 2023 MSTR US completed a 12.4% reversal from 284.03 to 248.87.</li>
</ul>


TSS or "Trend Sustainability Score" is our proprietary momentum based tactical methodology. TSS has a proven record of identifying the exhaustion points in interim trends. 
On 17 February 2023 TSS identified exhaustion in the MSTR US uptrend and targeted a minimum 10% reversal in 1-2 weeks.
On 24 February 2023 MSTR US completed a 12.4% reversal from 284.03 to 248.87.


MicroStrategy Inc (MSTR US): 12.4% Profit Target Achieved in 5 Days

<ul>
<li>MSTR US has rallied strongly in 2023 (+138%), peaking at a new 6 month high of 315.00 on 16 February 2023.</li>
<li>The 315.00 peak was plagued by extreme ST momentum failure and new highs were quick to fail and reverse.</li>
<li>Our TSS methodology triggered a TSS &lt; 10 at the high and justifies a further 10-13% decline in the coming 1-2 weeks.</li>
</ul>


MSTR US has rallied strongly in 2023 (+138%), peaking at a new 6 month high of 315.00 on 16 February 2023.
The 315.00 peak was plagued by extreme ST momentum failure and new highs were quick to fail and reverse.
Our TSS methodology triggered a TSS &lt; 10 at the high and justifies a further 10-13% decline in the coming 1-2 weeks.


MicroStrategy Inc (MSTR US): TSS < 10 - Target Tactical 10-13% Decline

United States

MicroStrategy Incorporated provides business intelligence software and related services.  The Company's technology platform enables departments and enterprises to deploy Web-based reporting and analysis solutions.  MicroStrategy also offers consulting, training, and support services.  Solutions are provided to retail, finance, telecommunications, insurance, dot-com, and healthcare industries.

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Microstrategy Inc Cl A (MSTR US)

Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption

Bitcoin avoided a sell-the-news event following SEC approval but also failed to sustain a rally. The paper discusses details of approval, details...

Mint Finance

MicroStrategy Inc (MSTR US): 12.4% Profit Target Achieved in 5 Days

30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...

David Coloretti, CMT

MicroStrategy Inc (MSTR US): TSS < 10 - Target Tactical 10-13% Decline

30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...

David Coloretti, CMT

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52-week Range

Market Cap (USDm)

P/E

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SSI Newsletter Highlights: OCI Asset Sale, BOOM Review, LQDA Patent Win, MSTR Premium

OCI N.V. (OCI:AS) will close its third asset sale next week, potentially announcing a €14.5/share dividend. Liquidia (LQDA) saw a 10% share price...

Special Situation Investments

Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption

Bitcoin avoided a sell-the-news event following SEC approval but also failed to sustain a rally. The paper discusses details of approval, details...

Mint Finance

MicroStrategy: A Dilutive Share Issue Or Bitcoin Sale May Be Due

MicroStrategy is currently overvalued and has a potential downside of up to 75%, making it an unwise investment for Bitcoin exposure.

Kevin George

MicroStrategy Inc (MSTR US): 12.4% Profit Target Achieved in 5 Days

30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...

David Coloretti, CMT

MicroStrategy Inc (MSTR US): TSS < 10 - Target Tactical 10-13% Decline

30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...

David Coloretti, CMT