Timyan Bank Alert retweeted
Replying to @Charlie91358059 @TimyanBankAlert
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
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
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…
Rates drove First Horizon mortgage sale; Blue wave may spur bank M&A: Equity CEO | S&P Global Market Intelligence spglobal.com/market-intellig…
Thank you again for these great $WAL Pr calls, Bill
xitter.cf/justbankstocks/status/…
Crypto exchange Kraken owner to buy European bank ft.com/content/8e82ae33-cc11… via @ft
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
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.
$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.
Nebraska's Pinnacle Bancorp to acquire Texas bank journalstar.com/news/local/b… via @JournalStarNews
Timyan Bank Alert retweeted
Replying to @TimyanBankAlert
SOUTHERN BANCSHARES, INC.
HAS ENTERED INTO A DEFINITIVE AGREEMENT TO BE ACQUIRED BY
PINNACLE BANCORP, INC.
hovdegroup.com/wp-content/up…
Huron Valley Bank to merge into Bank of Ann Arbor.
A few $OXBC holders may be pleased to see it transact for 180% of book value.
crainsdetroit.com/banking-fi…
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)
Timyan Bank Alert retweeted
Replying to @TimyanBankAlert @bankingdive
They've had conditional FDIC approval since August: thebankslate.com/2026/08/val…
Parkway Bancorp closes $350M private placement, appoints new CEO | S&P Global Market Intelligence spglobal.com/market-intellig…
Data Dispatch: Old Glory was largest of four 'significantly undercapitalized' US banks in Q2 | S&P Global Market Intelligence spglobal.com/market-intellig…









