Potential Buyout?

Very likely chance this company gets bought out for a large premium over the next 12 months

For the past decade I have followed this publicly traded company pretty closely. I have built a financial model. Listened to all of their conference calls. Read dozens of annual reports. Talked with the management team and spoken with competitors. Despite all of this effort I have never taken a position in the company. That is until ten days ago.

Ten days ago this company announced major news that completely changes the entire thesis. In fact, the news is so big that the company is likely to get bought out over the next few months. But given the size of the company and lack of analyst coverage, no one is talking about this special situation ANYWHERE.

The stock hasn’t moved at all.

The valuation is extremely compelling.

And I am very certain large players are looking at these assets and drooling right now.

I bought a bunch of shares. It is a top position for me now. Over the next 12 months I would be surprised if this company is still public and not in the hands of a billionaire or larger conglomerate.

Let’s dig in…