Update: Sapec, Actelion

MMI from valueandopportunity came up with this two special situations which leed to this actions:

Bought 2,3% Position of Actelion on Friday

Bought 2,5,% Position of Sapec SA Today


Sapec SA


Disclaimer: This is not investment advice. The stock mentioned is relatively illiquid and potentially risky. Please do your own research !!!!

Seems like the deal is finished (link)



I think the Newco is also on a standalone basis very interesting because 1.) the current CEO stays with them, and 2.) the¬†imbalance between the Actelion (280$) and Newco (~10$) price could create a lot of “forced” sales on the first days of trading.


Under Armour

Since it lost ~20% on one Trading day and has a “brand” name I have looked at UA but for me it was still very expensive and the move in fashion sounds very risky for me – no buy from me here.


Disclosure: Long Sapec & Actelion


The content contained on this site represents only the opinions of its author(s). I may hold a position in securities mentioned on this site. In no way should anything on this website be considered investment advice and should never be relied on in making an investment decision. As always please do your own research!


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