We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources.
Some are textbook merger arbs, some are cash boxes the market refuses to count, and a few are special situation adjacent at best.
Along the way there’s a gold vault carried at cost for 20 years, a bidder who already owns 20%, and a Chinese parent trying to take the board instead of paying for the company.
None of them are layups, so we dig into the downside as well as trying to quantify the upside.
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TIMESTAMPS
(00:00) Intro
(01:40) Situation #1
(06:30) Situation #2
(12:00) Situation #3
(17:30) Situation #4
(24:40) Situation #5
(29:40) Situation #6
(35:40) Situation #7
(41:50) Situation #8
(47:30) Situation #9
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