External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>WOW is a cable and fiber overbuilder with a modern network but is facing financial struggles</li><li>The company trades at a distressed valuation, making it an attractive investment opportunity for private equity firms</li><li>Despite being undervalued compared to its industry peers, WOW's assets have been acquired for higher valuations in the past, presenting a potentially lucrative opportunity for investors</li></ul><p><em>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.</em></p>

WOW is a cable and fiber overbuilder with a modern network but is facing financial strugglesThe company trades at a distressed valuation, making it an attractive investment opportunity for private equity firmsDespite being undervalued compared to its industry peers, WOW's assets have been acquired for higher valuations in the past, presenting a potentially lucrative opportunity for investorsThis 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.

Wideopenwest Inc (WOW) - Friday, Feb 16, 2024

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>Essa Pharma (EPIX) halted pipeline development, launched strategic review, offering 21% upside to NAV/liquidation value by mid-2025.</li>
<li>DMC Global (BOOM) Q3 earnings weak, management ruled out divestitures, trading at 5x 2024E EBITDA guidance, facing macro headwinds.</li>
<li>Delek US (DK) reported weak Q3 results, refining margins low, management plans to deconsolidate DKL, trades below DKL stake value.</li>
</ul>


Essa Pharma (EPIX) halted pipeline development, launched strategic review, offering 21% upside to NAV/liquidation value by mid-2025.
DMC Global (BOOM) Q3 earnings weak, management ruled out divestitures, trading at 5x 2024E EBITDA guidance, facing macro headwinds.
Delek US (DK) reported weak Q3 results, refining margins low, management plans to deconsolidate DKL, trades below DKL stake value.


Key Updates on EPIX, HLVX, PRKR, BOOM, VZIO, WOW, AVAP:L, LOGC, LFCR, DK

<ul><li>Learning Technologies Group and TI Fluid Systems are engaged in merger arbitrage, with due diligence and PUSU deadlines approaching.</li><li>Embracer Group and Grifols are addressing discounts through spin-offs and potential privatizations, aiming to eliminate share class disparities.</li><li>Litigation cases for Gold Reserve and Finch Therapeutics could result in substantial financial awards, impacting share valuations significantly.</li></ul>

Learning Technologies Group and TI Fluid Systems are engaged in merger arbitrage, with due diligence and PUSU deadlines approaching.Embracer Group and Grifols are addressing discounts through spin-offs and potential privatizations, aiming to eliminate share class disparities.Litigation cases for Gold Reserve and Finch Therapeutics could result in substantial financial awards, impacting share valuations significantly.

Active Merger Arbitrage and Litigation Opportunities: Key Insights on Current Financial Market

<ul><li>FAR Limited's earnout monetization is uncertain; Harvest Lane increased its stake to 18.8%, indicating potential positive outcomes.</li><li>Benson Hill's director stepped down; Grosvenor may join the buyer consortium, maintaining interest in the $8.60/share offer.</li><li>OCI N.V. announced a €14.5/share dividend; future capital returns possible, but focus shifts to investments and M&amp;A.</li></ul>

FAR Limited's earnout monetization is uncertain; Harvest Lane increased its stake to 18.8%, indicating potential positive outcomes.Benson Hill's director stepped down; Grosvenor may join the buyer consortium, maintaining interest in the $8.60/share offer.OCI N.V. announced a €14.5/share dividend; future capital returns possible, but focus shifts to investments and M&amp;A.

SSI Weekly Newsletter: Portfolio Updates, Earnout Monetization, Shareholder Movements

United States

WideOpenWest, Inc. (WOW) operates as a cable service provider. The Company offers Internet, cloud and cable television, and voice over IP-based telephony services. WOW serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

WideOpenWest Inc (WOW US)

Wideopenwest Inc (WOW) - Friday, Feb 16, 2024

Despite being undervalued compared to its industry peers, WOW's assets have been acquired for higher valuations in the past, presenting a...

Value Investors Club

Key Updates on EPIX, HLVX, PRKR, BOOM, VZIO, WOW, AVAP:L, LOGC, LFCR, DK

Essa Pharma (EPIX) halted pipeline development, launched strategic review, offering 21% upside to NAV/liquidation value by mid-2025.

Special Situation Investments

Active Merger Arbitrage and Litigation Opportunities: Key Insights on Current Financial Market

Learning Technologies Group and TI Fluid Systems are engaged in merger arbitrage, with due diligence and PUSU deadlines approaching.

Special Situation Investments

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)