IPO and L/S equity, 2015 Starmine top stock picker, Global Equity Research Ltd

Rickin Thakrar

14 years of experience in global investment research and trading. In relation to research, we focus on IPO, Event-driven and large-cap non-consensual ideas. In relation to trading, we focus on generating positive index-adjusted returns and have had several top-decile or top-quartile performances over the past three years. In terms of background, I have worked at several sell-side firms (JP, Redburn, Haitong, Mainfirst), won Starmine as top stock picker in European Food Retail in 2015 and have been voted top one to top-five by institutions and hedge funds.

IPO and L/S equity, 2015 Starmine top stock picker

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/nestle-sa" target="_blank" data-smartkarma-citation="entities:22581:1" rel="noopener">Nestle SA (NESN VX)</a> , a leading Swiss food Manufacturer, has offered today to buy peanut allergy treatment maker <a href="https://www.smartkarma.com/entities/aimmune-therapeutics-inc" target="_blank" data-smartkarma-citation="entities:5575:1" rel="noopener">Aimmune Therapeutics (AIMT US)</a> for an EV of 2.6bn USD and offer price of 34.5 USD. Nestlé, which already owns 19.6% of the voting common stock and another 6% of the preferred stock in Aimmune, is offering a 174% premium to Aimmune’s close price 12.6 USD per share. We look at the return scenarios on this deal below.</p>

Nestle SA (NESN VX) , a leading Swiss food Manufacturer, has offered today to buy peanut allergy treatment maker Aimmune Therapeutics (AIMT US) for an EV of 2.6bn USD and offer price of 34.5 USD. Nestlé, which already owns 19.6% of the voting common stock and another 6% of the preferred stock in Aimmune, is offering a 174% premium to Aimmune’s close price 12.6 USD per share. We look at the return scenarios on this deal below.

Nestle

Nestlé Goes Nuts