Issue 1: Yield + Event Pitches
5 Yield, Turnaround and Catalyst Pitches Worth Reading
Welcome to this week’s Yield + Event Stock Pitch Issue from PitchStack! 💼
Our team analysed 5 Yield + Event Pitches from Substack’s top finance publications, covering Dividend, Turnaround and Catalyst plays.
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Greggs (LSE: GRG) — The Finance Corner
🇬🇧 | $ 2.70 B | Cons. Staples | 18% from Low
Greggs is a UK bakery and food-on-the-go retailer, known for its value offerings, nationwide presence, and efficient in-house supply chain. Its impressive financial growth, with revenue up 140% and operating profit rising 167%, highlights effective strategy and operational efficiency. Greggs offers a reliable 3.4% dividend yield underpinned by a 63% payout ratio and strong, consistent cash flows, making it an attractive option for dividend-focused investors. The company's fair value is estimated at £2.2 billion, about 10% above the current market price, indicating potential upside for investors.
Pharma-Bio Serv (OTC: PBSV) — Elias Pap
🇺🇸 | $11.24 M | Healthcare | 50% from Low
Pharma-Bio Serv is a global consulting firm specialising in regulatory compliance, quality assurance, and technology transfer for the life sciences and pharmaceutical industries. Trading at a market cap of $11 million with $10.7 million in cash, its operational business is effectively valued at zero, presenting a unique investment opportunity. The company offers a consistent 15% dividend yield, distributing at least $1.7 million annually, underscoring its commitment to shareholder returns. With a strategic shift towards higher-margin European projects now contributing over 25% of revenues, Pharma-Bio Serv is poised for enhanced profitability and growth in a recovering pharmaceutical sector.
Jardine Matheson (LSE: JAR) — Cayucos Capital
🇬🇧 | $ 12.94 B | Industrials | NEAR HIGH
Jardine Matheson Holdings is a diversified conglomerate with operations spanning motor vehicles, property investment, and food retailing. Trading at a 40% discount to its estimated net asset value of $18.6 billion, investors are effectively acquiring the group’s broad portfolio for just $11.2 billion. A key highlight is its subsidiary Astra International, which delivered high-teens returns on equity and paid $1.2 billion in dividends in 2024, over 10% of its own market cap. Recent strategic moves, including the $800 million sale of One Exchange Square, reinforce management’s focus on unlocking value and returning capital to shareholders.
Nebius Group (NASDAQ: NBIS) — Mvc Investing
🇺🇸 | $ 12.01 B | Comm. Services | 8% off High
Nebius Group is an emerging infrastructure leader building end-to-end cloud platforms designed to support the scale and demands of the global AI industry. The company's stock has surged over 150% since April, reflecting strong market momentum and strategic growth initiatives. The completion of its 300 MW data centre in New Jersey is expected to unlock significant revenue potential by securing large contracts with major AI customers. Additionally, Nebius's expansion into Southeast Asia, beginning with Singapore, positions it to tap into the region's expanding AI market, enhancing its global presence and future earnings potential.
Mayne Pharma (ASX: MYX.AX) — Acid Investments
🇦🇺 | $ 269.01 M | Healthcare | 38% from Low
Mayne Pharma Group is a specialty pharmaceutical company that develops, manufactures, and markets branded and generic medicines across multiple regions. For FY 2025, it expects underlying EBITDA of A$47–51 million, marking a 105–123% year-over-year increase. The stock is currently positioned as a merger-arbitrage play, with its A$7.40/share acquisition by Cosette Pharmaceuticals hinging on a “material adverse change” clause that Cosette has recently invoked. Analysts estimate the market is pricing in under a 40% probability of deal completion.
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