The Edge Group LLC - Pentair plc (PNR) PNR, Superior FCF Yields with a Strong Growth Profile, Initial Entry Pre-Spin

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The Edge Group LLC

EUR 1140.00 For Business Accounts Only

PNR, Superior FCF Yields with a Strong Growth Profile, Initial Entry Pre-Spin

Superior FCF Yields with a Strong Growth Profile
Split of Electrical Business from Water Unit (Flow and Filtration)
Recent $3.15bn Sale of Non-Core Biz (Valves & Control) to Reload Balance Sheet / Debt Repayment Not Yet Adjusted For
Enter at Current Levels Pre-Spin
Activist, Trian Fund, Holds an ~8% Stake
Upside (PNR Post-Spin): +21% (Base) & +33% (Bull)
Current Market Cap (Spinoff) Points to Index Selling Pressure
Longer-Term: Potential Takeover Opportunity (Parent & Spinoff)
Spinoff to be Completed by Q2 2018
PNR Enters the ESR Model Portfolio with a 3% Weighting at the end of Today's (July 21) VWAP

21/07/2017 17 EN

Underlying

Pentair plc

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IE00BLS09M33 New York Stock Exchange Switzerland

Provider

The Edge Group LLC

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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PNR, Superior FCF Yields with a Strong Growth Profile, Initial Entry Pre-Spin

Pentair Plc: 1 director

Vital Signs: Actionable charts

Vermilion Short Shots: Technically Vulnerable Stocks

+20% Rally Since May 28 Entry, Revised Valuation Shows Further Upside

Significant Upside Ahead for Major Games Publisher

Industrials Stocks Exit the MP with 37% and 54% Returns

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