Our Services
Our internally layered structure of globally located CFA analysts provide a distinct advantage on local knowledge and align their research with that of our head portfolio manager’s commercial requirements of providing clients with research and advice that truly updates and places our customers with an ability to make an informed and arbitraged investment decision and trade.
As The Spinoff Report both tracks and analyses all publicly announced spinoffs on a global basis, priority will be on valuation and company fundamentals.
Our research extensively covers fundamentals (balance sheet, DCF, relative forces, and forecasts) and technical shareholdings with the added benefit of analysing management insider dealings and intentions for the parent and spinoff entities.
Our Alpha Services
The Markets were founded on the basis of speculation, and therefore, our clients from time to time require more than a detailed overview. That’s why we provide Alpha Research Services. Tailoring your ultimate conclusive needs into a deeper, more forensic process of research. Investigative research that helps our clients to understand their investments with even greater clarity and conviction.
A portion of our clients retain us purely for our Alpha Research Services; taking benefit of our ability to provide both accuracy and interpretation of local and global situations.
Feel free to contact Jim Osman or Ryan Mendy [by phone or email] to directly discuss any special situation research you may require, whether it’s an urgent need, or a potential consideration you are planning.
Our Spinoff Analysis Product
Description of Service
Analysis Reports (Parent and Spinoff)
Deep fundamental detailed analysis of parent and spin–off entity. Technical valuations of proposed entities pre and post split, DCF, LBO and comparative peer valuations where appropriate. The report will also detail any conversations with management team and highlight any recent directors’ dealings. The report may also highlight potential hedges where appropriate. These reports are always produced before the event.
Compendium (Spinoff Updates)
Published periodically, this report will analyse current and past ‘trading’ spinoffs and look to highlight large price/value anomalies almost always recognized by the market given time. The report will also highlight up and coming catalysts events that can lead to price/value realization – management change, buyouts, recaps etc giving natural downside protection. The report will update companies also on the announcement of any significant news, for example company earnings. This will be highlighted when report is produced.
Calendar of Spinoffs
Published every month. The calendar will track and monitor in chronological order up and coming spinoffs detailing information on parent company, spinoff entity, associated tickers, share ratios, important future dates, investor relation contacts, telephone numbers and email addresses.
Email Alerts
As soon there is an announced spinoff, The Spinoff Report will send out an email detailing the announcement and any information that is relevant including dates, share ratios etc. In addition, periodic emails containing any relevant information to past, current or future spinoffs will be sent out. These might include discussions with management, directors’ dealing noticed and or unusual activity in the underlying.
Weekly News Digest
Published and sent out at the end of every week by email, a news digest utilizing all The Spinoff Report’s research and discover methods. It will highlight news from potential spinoffs; to other catalyst events affecting current companies being monitored and new ones. This has proven to be a valuable resource to aid in the sourcing of ‘new’ ideas as well as keeping up with up to the minute news flow within current names.
Empirical Studies (something extra)
The Spinoff Report maintains relationships with some of the top universities in the world and professors looking at current trends and facts in the spinoff space. These reports are not normally produced on a public basis and if they are, can be hard to find. These are supplied to clients when they become available. The information is also used to further update and improve the reports.
“Our sole aim is to provide as much accurate and in-depth information as possible to the client ensuring they make an informed investment decision.”
Ryan Mendy, The Spinoff Report
We have three subscription based publications:
The Global Spinoff Report covers all other geographic regions including emerging markets, but excluding Europe and the US.