bullish
Sifting the Debris with Target Hospitality (TH)
SUMMARY
- This is a quick idea possibly worth a punt from here - a hairball of sorts at this point but asymmetric to the upside.
- One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there will rampant selling, the stock chart will look like a cliff-off and a bloodbath ensues for a short period of time.
- Different investors operate with different mandates and sometimes for a certain kind, it’s just plain discipline - if you are there for the takeout and the takeout falls through, then the thesis is broken and you exit.
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