EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Special Situations Idea Forum

Report by MYST Advisors

Presenters at MYST’s latest buy-side event offered a diverse set of ideas with significant (50%+) upside spanning almost every major sector. Highlights include:

Alight (ALIT) - Imminent removal of Blackstone supply overhang to cause shares to re-rate towards peers. TP $20 (100% upside).
Bayer (BAYN GR) - Forgotten stock with activist involvement to push for potential Monsanto spin. TP €82 (60% upside).
Equitrans Midstream (ETRN) - Completion of long-delayed pipeline to drive EBITDA inflection + takeover target. TP $16.50 (80% upside).
Golar LNG (GLNG) - Simplified LNG play with several enormous contracts finally nearing fruition. TP $40 (65% upside).
Secure Energy Services (SES CN) - Waste co. disguised as an oil services co. poised for material re-rating. TP C$13 (100% upside).