Overlooked Alpha

Overlooked Alpha

Merger Of Equals Creates Multi-Bagger Potential

Overlooked Alpha
Jul 03, 2025
∙ Paid

Good morning,

This week we’re writing about a compelling opportunity in the energy infrastructure space that we regard as significantly undervalued.

With a transformative merger set to unlock nearly $4 billion in synergies, we believe this US company can become an industrial powerhouse combining defensive cash flows and sustainable growth.

We first wrote …

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