Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA

new york
Joined November 2011
Catalyst Capital retweeted
Replying to @BowTiedKong
I often want to send secret letters and messages to people "your attorney js fucking you, you're getting 50/50 parenting and assets and there js nothing he can do to change that."
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Does the loss in Cayman and the fact that the Mass case was brought on by the company mean that $SRL is back in the clutches of the ‘bad guys’? @KarstResearch @NickNemo17 @DiscountedTr @CalgaryLeveen @athelascapital
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Anyone know of brokers that offer lending against OTC listed securities for US based retail/HNW clients?
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Anyone care to make the steel man case for owning $WMT $CAT $GE $IBM at these valuations? Totally confused here
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Any views on the $MURA excess cash CVR? @ClarkinM @Lord_of_Biotech @Biotenic @thewritser seems like payout should be closer to top of range but always like hearing from the usual suspects
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Fellow $CKX enjoooyers -what do we make of this sale and price received? @e_pap4, @vincepagano, @kingdomcapadv @7thDayTrading @sweatyEquities @halviocapital @articFoxCap @ozzieCapital
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$HRGG gone as well for >$20/share. Now on BCOW AFBI and MGYR :) morningstar.com/news/pr-news…
Probably a better question to ask is who do you think sells in ‘25? My list is $HRGG $BCOW $AFBI $PBBK $MGYR
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Calling all sh*t bank enthusiasts: which gets sold next? @OurBank3 @FredinHeaven4 @thebankzhar @curttho28964890 @hazak1234
32%NSTS
38%SFBC
19%BCOW
11%RMBI
37 votes • Final results
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Short thread on my favorite special situation today; $AIV trades at $8.70/share today, but is worth $11-13/share based on recent comparable sales of MF portfolios. Management is liquidating the business piece meal, and given strategic alternatives have been in the works (1/n)
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Of the key development parcel in Miami and $9-11 on the remainCo along with aggressive buybacks along the way, shareholders have the opportunity to earn an exceptional risk adjusted IRR in a short duration special sit (3/3)
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Presence of several sharp elbowed activists and strong buybacks plus insider ownership and commitment to asset sales is unique and gives investors comfort on value discovery (4/4)
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Have a feeling we see some special sits play out on Merger Monday 🤞 $CKX $PBBK $MGYR $AUBN
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Odd trading in $PBBK and $CKX last few days - someone trading like they know something, guess the rest of us will have to wait for the SEC filings to come out…
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Company pretty close to breaching covenants, but these are scarce assets that have perpetually had a bid at mid-teens EBITDA or more and EBITDA seems to be closer to trough than peak on a leveraged equity stub with limited debt maturities in sight
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Catalyst Capital retweeted
alright who did this?? .... the dunce cap was a step too far 😂
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