LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
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Charles Frischer on X
$NN While there have been delays in approval, the value of the spectrum continues to rise everyday. NN owns a valuable asset and shareholders should likely be very happy at the end of the process.
Charles Frischer on X
$NN The FCC yesterday issued an NPRM to allow Part 15 devices to use the 900 Mhz band in space. Capstone claims this is bad news for NN. I think this is actually great news for NN. The FCC is looking to have an active 900 MHz band, including the NN spectrum.
Charles Frischer on X
$NN I suggest folks read the NPRM. It provides the same protections to Part 15 as they already have for terrestrial spectrum, no more, no less. NN is absolutely confident through the testing done to date that we don't create harmful interference. And we won't with satellite uses.
Charles Frischer on X
@sScCrRaAbBLLeE @snack8812 $NN Dell, I am still long and strong on NN. Clearly I wish we had made the blog this week, but I think we are still a priority of the FCC. Based upon what I know right now, I think we should be on the blog in the next month or two. I agree it has taken longer than we would like.
Adam D. Wyden on X
Thanks Bill. Just getting started. $codi https://t.co/ac3aAuT2kZ
Raging Capital Ventures on X
Daniel Loeb-esque activism at $CODI by @Adam_Wyden The review of the board members in the second half of the letter is quite something Full letter: https://t.co/l10bkeYPOp https://t.co/slHEIjmDmT
Adam D. Wyden on X
AI is truly incredible…. @CODIequity @ACAPResearch $CODI It’s time for shareholders to win… https://t.co/w8KxzJfYDk
Timyan Bank Alert on X
$CSHX https://t.co/TQlWNlthEy
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BTWST $9.6B
- Artisan Partners Q3 2026 CGNX $9.6BCOMP $7B
- White Brook Capital Third Quarter 2026 FUBO $902M
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- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $7B
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- Hosking Partners Q3 2026 DHT $3.7BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $7BPGEN $2.3B
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