Tuesday, July 21
Everything we published on this day.
11 stories
$SWIM. Stock has barely budged over the last 2 weeks despite: 1) $PNR pre-announcing pool pump sales -17% and 2) $LESL filing for BK citing slowing new pool demand. Expectation of HSD growth this year are disconnected from reality. Earnings miss and guidance cut likely coming.
@EdwardR02184224 Posted on the newsletter about $ASR recently. Similar thoughts for $OMAB except Sureste has the catalysts with the new airport packages and improvements in Colombia... https://t.co/ZO0t5ghX40
WaFd's $WAFD valuation limits M&A ambitions, CEO says | S&P Global Market Intelligence https://t.co/7BDy1GI1mj
Finward Bancorp Acquisition $FFBC is a great partner for $FNWD- 6.4 x cost save earnings, 7 month payback and a dividend increase. Everything’s Archie! - https://t.co/qymOJS625L
Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL
Small-bank M&A conversations are 'very active,' United Community $UCBI CEO says | S&P Global Market Intelligence https://t.co/uMs7lDzx1L
Evolution $EVO announced the termination of the merger agreement between Evolution & Galaxy Gaming. Evolution is required to pay Galaxy Gaming a termination fee of USD 5,234,678, but they expect to continue working with Galaxy Gaming. https://t.co/rdhNO86tEL
Citi on SocGen: The Bank Within A Bank: Sizing The BoursoBank Opportunity We reiterate our Buy rating, new TP €90 $GLE https://t.co/chB2cIfOFI https://t.co/r4fP8B5HYe
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
@gamesblazer06 I’m short $CAT and $GEV
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
