Value Investor, Frontier Asia Capital

Winston Chu

Value Investor

Frontier Asia Capital

Event-Driven

<p>Now that <a href="https://www.smartkarma.com/insights/qihu-free-money" target="_blank">Qihoo</a> has closed, I've been looking for another  merger arbitrage play to re-deploy the cash. Bracell is a small-cap stock that has caught my attention.  The company manufactures dissolving wood pulp (DWP) which has various applications including uses in eyeglass frames, tire cords, pharmaceutical tablets and cigarette filters among others.  If your first reaction is that this is a highly competitive market and a commodity business, you would be exactly right.  The industry is mature…</p>

Now that Qihoo has closed, I've been looking for another  merger arbitrage play to re-deploy the cash. Bracell is a small-cap stock that has caught my attention.  The company manufactures dissolving wood pulp (DWP) which has various applications including uses in eyeglass frames, tire cords, pharmaceutical tablets and cigarette filters among others.  If your first reaction is that this is a highly competitive market and a commodity business, you would be exactly right.  The industry is mature…

Bracell Ltd

Bracell - Undervalued Merger Arbitrage