Wednesday, April 29
Everything we published on this day.
8 stories
@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
$PSUS opening delayed until Ackman pulls his last few relationship cards. Going to be UGLY!
Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb
@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr
Alta Fox says Premium Brands Holdings is significantly undervalued, with 75%+ base-case upside and management actions to narrow its intrinsic-value discount.
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
