European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Sidara/Wood: Energy Engineering in Limbo, Value Beckons Amid Governance Fog

Is Wood Group Primed for an Opportunistic Acquisition?

Running on Fumes: Wood Group’s Last Shot with Sidara

Event-Driven

<ul>
<li>Sidara’s proposal, Board support, and advanced due diligence underpin a credible path to deal completion, despite market volatility and suspension risks temporarily depressing Wood Group’s trading price.</li>
<li>Investors entering at distressed levels around 17.89p enjoy a highly favorable risk-reward skew, with potential upside of 95% against manageable downside risks if the transaction ultimately collapses.</li>
<li>Existing holders at 26.1p face a more binary outcome, but strategic intent, historical precedents, and Sidara’s prior investment case suggest maintaining exposure through the critical May 15 decision point.</li>
</ul>


Sidara’s proposal, Board support, and advanced due diligence underpin a credible path to deal completion, despite market volatility and suspension risks temporarily depressing Wood Group’s trading price.
Investors entering at distressed levels around 17.89p enjoy a highly favorable risk-reward skew, with potential upside of 95% against manageable downside risks if the transaction ultimately collapses.
Existing holders at 26.1p face a more binary outcome, but strategic intent, historical precedents, and Sidara’s prior investment case suggest maintaining exposure through the critical May 15 decision point.


Crude Realities: Risk and Reward in the Wood Group Offer

John Wood

Crude Realities: Risk and Reward in the Wood Group Offer