Timyan® Bank Alert is a Timyan Ventures publication written specifically for community bank stock shareholders and investors.

Chicago, IL
Joined May 2012
Dearborn Federal Credit Union (DFCU) will buy Gulfside Bank of Sarasota
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Timyan Bank Alert retweeted
I don't think tax consideration can justify 25% lower consideration. of course TBBC can say the combined company will trade at much higher valuation than 100% of TBV but TBBC is barely breakeven
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Timyan Bank Alert retweeted
Replying to @TimyanBankAlert
MFBP should put out a release to compare the two bids. I calculate that combined company needs to trade at 1.5x TBV for TBBC bid to match Optus bid
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Triad Business Bank Confirms It Is “Party A,” Publishes Its Proposal to M&F Bancorp’s Shareholders After the October 7 Vote Did Not Approve the Optus Agreement, and Tells Them It Will Still Be There on October 21, Whichever Way the Vote Goes - businesswire.com/news/home/2…
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Rates drove First Horizon mortgage sale; Blue wave may spur bank M&A: Equity CEO | S&P Global Market Intelligence spglobal.com/market-intellig…
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Thank you again for these great $WAL Pr calls, Bill xitter.cf/justbankstocks/status/…
Long enough to reset WAL pref As above 8%. BANC pref Fs? Doubt it, but…
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Timyan Bank Alert retweeted
BofA’s $1.21B AML penalty points to one of three signals worth watching: who controls the customer, who gets to compete in banking, and who’s accountable when control breaks down. October’s Bank Forward. 👇🏼linkedin.com/pulse/bank-forw… via @LinkedIn
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Timyan Bank Alert retweeted
Don’t want to get stuck in these turds. Anything past 4-5 years and you just have to almost leave at any price. At least they are making some money 30 years later.
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$BAFN shareholders did not exercise their free rights to buy more shares at $3.50 when it was trading at $7. 749,535 shares worth. It never ceases to amaze me when this free money is passed up but it happens every time.
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Timyan Bank Alert retweeted
Replying to @TimyanBankAlert
To be clear, this is Southern of TX, not $SBNC, and Pinnacle of NE, not $PNFP.
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SOUTHERN BANCSHARES, INC. HAS ENTERED INTO A DEFINITIVE AGREEMENT TO BE ACQUIRED BY PINNACLE BANCORP, INC. hovdegroup.com/wp-content/up…
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Here’s 1 Q3 that is most excellent. Ted has $PBNC humming. Former $CABT holders continue to rejoice.
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Timyan Bank Alert retweeted
Replying to @PhilTimyan
To be sure, Chip Reeves has a knack for selling banks: Beach in Florida, MidWestOne, etc. Same for Provost (Talmer, Chemical, TCF)
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Timyan Bank Alert retweeted
They've had conditional FDIC approval since August: thebankslate.com/2026/08/val…
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