EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

PTC (PTC)

Technology

Atlantic Equity Research

This damning 30-page report by Joe Gagan argues that PTC's management have made multiple material misstatements about their business - Joe argues that investors have been misled about the market acceptance and capabilities of its growth products and management have used the change to a new revenue recognition rule and the change to a new subscription billing method to cover up its real results. He sees similarities to recent cases brought by the SEC against Theranos, Nikola and Under Armour. TP $49 (50%+ downside).

Edition: 124

- 26 November, 2021


Which fuel cell companies are best positioned to benefit from the Infrastructure Bill?

Blueshift Research

Plug Power and Ballard Power Systems to benefit the most from The Infrastructure Investment and Jobs Act commitment to hydrogen. PLUG was cited for its industry leadership, strong management, innovation and how its recent acquisitions have expanded its offering across the hydrogen economy. BLDP is well-funded and considered the “big dog” in transportation. Other companies highlighted in Blueshift’s 31-page report include Air Liquide, Anglo American, Caterpillar, Cummins, Hyundai, ITM and Linde. Traditional oil & gas companies will also have a role to play, while Hyzon Motors and Nikola could be M&A targets.

Edition: 120

- 01 October, 2021


Nikola (NKLA)

Industrials

Battle Road Research

Battle Road’s initiation report includes a complete product line assessment, details on NKLA’s manufacturing partnerships, as well as a concise look at the controversy surrounding its initial and modified agreement with General Motors. The report also provides an overview of the battery/fuel cell electric truck industry and a list of unanswered questions stemming from their research, which provide a useful framework for monitoring and evaluating prospects.

Edition: 108

- 16 April, 2021