EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 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).

Edition 165 - 21 Jul 23