The Edge Group LLC - Svenska Cellulosa AB (SCAB) SCAB SS, Updated Analysis, First Day of Trading This Thursday (June 15)

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The Edge Group LLC

EUR 1140.00 For Business Accounts Only

SCAB SS, Updated Analysis, First Day of Trading This Thursday (June 15)

Updated Valuations Due to Revised Capital Structure / TP Increased
The Edge Recommends Existing Investors to Hold SCAB & ESSITYB (Post-Spin)
New & Existing Investors Recommended to Enter or Add SCAB (Post-Spin) at SEK60 and ESSITYB (Spinoff) at SEK230
First Day of Trading This Thursday (June 15, 2017)
Key Angles Include Strong Management, Leading Market Positions and Takeover Bids / Potentially More Bids to Come
The Edge Remains Positive on Both Parent and Spinoff / Optimistic About Management Strategies to Improve Performance
SCAB (Post-Spin) Upside: +10% (Base Case) & +20% (Bull Case) / ESSITYB (Spinoff) Upside: +14% (Base Case) & +30% (Bull Case)
Current Model Portfolio Holding

13/06/2017 21 EN

Underlying

Svenska Cellulosa AB

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Sweden

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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SCAB SS, Updated Analysis, First Day of Trading This Thursday (June 15)

+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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