Merger Of Equals Creates Multi-Bagger Potential

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 about this company in 2022 when the market severely overreacted to news of an acquisition. Who would have thought a similar situation would occur less than three years later?

Let’s dive in…