Spinoffs Double Value To $950 Billion In 2012 Official Calendar
January 10, 2012 1:40 PM
Huge swing valuations are foreseen in upcoming US Corporate Spinoffs: Ralcorp, Sunoco and General Growth according to exclusive pre-event analysis by UK based specialist, The Spinoff Report® (TSR)
RAH / POST
It's all about the Stiritz! The Spinoff Report's analysis on Ralcorp (RAH) fundamentally unpicks why RAH breaking away from its Post Holdings (POST) business will unlock great catalysts and long-term value in both companies. The technicals are interesting, but the contractual benefits of the insiders are crucial to the situation's growth post spinoff. TSR's research uncovers reasons why CEO & Chairman, William Stiritz, is the strategy's key success maker.
Click here for TSR's 41 page full analysis...
GGP / RSE
General Growth (GGP) is about to fully list its Rouse Properties (RSE) class B malls portfolio business via a Spinoff to be fully listed on the NYSE later this week. With strategic shareholders like Pershing Square Capital's, Bill Ackman, the demerger brings with it break-up catalysts for GGP and presents risks but notable long-term opportunities for RSE.
Click here for TSR's 30 page full analysis...
SUN / SXC
Sunoco (SUN), last summer IPO'd c.15% its Coke division (a fundamental part of the steelmaking process), SunCoke Energy (SXC) to buyers of the stock. SXC's stock has been drifting ever since! Now the remaining 80%+ of the stock is about to be additionally listed to the parent's (Sunoco/SUN) shareholders for free!
Click here for TSR's 35 page full analysis...
2012 Spinoff Calendar of Deals
The Spinoff Report® (TSR), the world's leading pre-event specialist investment advisor on global Corporate Spinoffs, will tomorrow release its full 2012 Calendar of Global Corporate Spinoffs, with a total deal valuation north of $950 Billion, that's double year-on-year.
Benchmark Performance of The Spinoff Report®
(4 Years: Dec 3, 2007 to Dec 30, 2011*)
+36% - TSR Corporate Spinoff Portfolio*
-26% - World MSCI Index
-15% - S&P 500
* Based on TSR's Recommendations on Global Spinoffs.
Some high profile Spinoffs include...
Tyco (TYC), Covidien (COV), Marriott (MAR), Expedia (EXPE), TripAdvisor (TRIP), ConocoPhillips (COP), Williams Companies (WMB), Edenred (EDEN), Time Warner Cable (TWC), McDermott (MDR), Foster's (FGL), Fortune Brands (BEAM), Pirelli (PC), EnCana Corp.(ECA), AT&T (T:US), Carphone Warehouse/Best Buy (CPW/BBY), Liberty Media (LINTA), Motorola (MSI), Vishay (VSH), Verizon (VZ), ITT Corp. (ITT), McGraw-Hill (MHP), and Cardinal Health (CAH).
TSR
Ryan
Mendy
ryanmendy@spinoffreport.com
+44(0)845-459-7103







