Opportunity for Long-Term Growth, Buy/Increase at Current Levels
Significant cluster open market purchases made by insiders at Bunge Ltd (BG) prompted an entry into the Model Portfolio on April 9, 2020, with other factors involved as well (new CEO, potential Spinoff, activist involvement). The confidence of the management, coupled with the temporary nature of the hits taken due to the ongoing Coronavirus pandemic, indicate to us BG will be able to recover and recommend increasing at these levels.Coronavirus Impact Temporary in Nature / BG's Recovery Likely Staggered with Global Reopening
Strong Credit Facility Helps to Weather Near-Term Pain / Regaining Lost Business is Key Catalyst
Insider Buying in Feb & Mar 2020 Indicate Long-Term Confidence from Management
Activist Involvement, Potential Spinoff, New CEO All Additional Positive Factors
Target Price Revised / BG Increases ESS Model Portfolio Holding by +1% at the End of Today's (May 7) VWAP
The Edge Group - Global Fundamental Catalyst Investing. The Edge provides investors with access to hidden corporate value from Global Special Situations using a pioneering approach to investments. Founded in 2005 by fund management and investment banking professionals to provide high quality, private equity-level research on Global Corporate Divestitures for the benefit of fundamental event-driven, growth and value-oriented investors in this difficult to track, but proven investment space.
The Edge will look to screen and analyze include Spinoffs; Reverse Morris Trusts; Squeeze Outs; Privatizations; Demutualization; Deep Discounted; Rights Issues; Rights Offering; Restructuring; Insider Purchases / Buying Change of Management / CEO Change; Deteriorating fundamentals; Post-Bankruptcy; Reorganization; Tender Offer; M&A Deals; Secondary Offering; Share Swap; Thrift Conversions; Share Buybacks; Activist; Mergers. All analyzed from a fundamental point of view.
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