Issue 3: Yield + Event Pitches
6 Standout Yield + Event Pitches From The Week
Welcome to this week’s Yield + Event Stock Pitch Issue from PitchStack! 💼
Our team analysed 6 Yield + Event Pitches from Substack’s top finance publications, covering Turnaround and Catalyst plays.
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Teladoc (NYSE: TDOC) — High Tech Investing
🇺🇸 | $ 1.53 B | Healthcare | 27% from Low
Teladoc Health provides virtual healthcare services in the US and internationally. The $65 million acquisition of Catapult Health, with its $30 million revenue, strengthens Teladoc's Integrated Care segment with scalable, low-cost services. Additionally, the shift to a usage-based pricing model, with a 16% increase in usage-based revenue in Q1 2025, aligns revenue with actual service usage.
Atlas Pearls (ASX: ATP.AX) — Fairy Iiliew
🇦🇺 | $ 47.40 M | Cons. Disc. | NEAR HIGH 🤑
Atlas Pearls produces and supplies South Sea pearls in Australia, Indonesia and internationally. The company experienced a remarkable 50% revenue increase in FY 2024 leading to a substantial dividend payout and underscoring its successful turnaround. A record average price of AUD 103 per pearl in early 2024, reflecting a 200-300% surge, highlights robust market demand, particularly from Chinese buyers. Additionally, Atlas Pearls' strategic development of an online auction platform and retail website enhances its market reach and improves pricing and margins.
Illumin (TSX: ILLM) — Almost Mongolian
🇨🇦 | $ 72.47 M | Comm. Services | 28% from Low
Illumin provides digital media solutions globally, specialising in programmatic marketing platforms. The company has demonstrated robust financial performance, with revenues rising by 23%, 35%, and 17% over the past three quarters. With a market cap of 94 million CAD and an enterprise value of 40 million CAD, Illumin's valuation suggests significant upside as profitability improves. Under new leadership, the company has revitalised its Exchange Services line, achieving 149% year-over-year growth, which underscores its strategic focus on customer-centric growth.
Novo Nordisk (NYSE: NVO) — Ditlev
🇺🇸 | $ 305.59 B | Healthcare | 14% from Low
Novo Nordisk develops and distributes pharmaceutical products globally, focusing on diabetes, obesity, and rare diseases. Its CagriSema treatment achieved a 22.7% mean weight loss in trials, positioning it as a leader in obesity medications with significant market potential. Financially, revenues are projected to grow from DKK 330 billion in 2025 to DKK 520 billion by 2029, with an EBIT margin of 50%. Additionally, its projected free cash flow of DKK 174 billion by 2029 supports strategic investments and shareholder returns.
Nektar Therapeutics (NASDAQ: NKTR) — Arya Deniz
🇺🇸 | $ 320.59 M | Healthcare | 31% off High
Nektar Therapeutics develops novel immunotherapies targeting autoimmune diseases, inflammation, and cancer through advanced polymer technology. Rezpeg, its promising candidate for atopic dermatitis, showed a 25-29% higher EASI-75 response rate in Phase 2b trials, indicating strong potential for Phase 3 success. The US market for moderate-to-severe cases could reach 5 million, with biologics priced at $30,000 annually, suggesting multi-billion dollar revenue potential. Nektar’s focus on immunology and proprietary PEGylation technology strengthens its competitive position in biotech.
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