Special Situations Idea Forum

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).

- 21 July, 2023

$5bn reasons why we’re watching Amazon's Project Kuiper

AMZN just made history with the largest commercial launch contract ever, cementing Project Kuiper as Starlink’s most formidable competitor - in their new 9-page brief, space sector analysts at Quilty Analytics break it down, focusing on implications to the sector at large, including the three big contract winners (Arianespace, Blue Origin, ULA), the GEO market (Inmarsat, Intelsat, SES, Eutelsat) and other heavy-lift launch operators (Firefly Aerospace, Relativity Space, Rocket Lab).

- 14 April, 2022

Boon For Commercial Satellite Industry From US Military’s “Pivot to LEO”

Communications

The US Space Development Agency (SDA) is launching satellite services that will stimulate the commercial industry, according to leading Space sector analysts, Quilty Analytics. The 60-page briefing summarises the SDA’s plan, highlights sector developments and constellation updates for Amazon, OneWeb, SES, SpaceX and Telesat, and offers in-depth analysis on topics including space sustainability, Viasat/Inmarsat acquisition, and GEO satellite launches.

- 26 November, 2021

Viasat (VSAT US) + Inmarsat: One-Off or Catalyst for Consolidation?

Communications

Multiple satellite operators to be affected by the $7.3bn blockbuster deal - including Eutelsat, EchoStar, Intelsat, Iridium, Telesat, and SES. Quilty Analytics expects the merger to be transformative for Viasat, and one that will rekindle industry interest in satellite operator consolidation. However, complicated network integration, heavy regulatory scrutiny, and potential dissonance between corporate cultures will make for a lengthy subsumption of Inmarsat.

- 12 November, 2021