Friday, September 11, 2026

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian natural-gas generation.

NPWR $144M

Triple S Special Situations Investing Sep 11 2 clicks

Sep 11 SOFWF $406M

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Substack von Philipp 1 click

Sep 10 PRTH $641M

Zack Buckley on $PRTH's take private

Yet Another Value Podcast 3 clicks

From X

@SowingAlphaSeed Sep 2

Farmer on X

I think my $ORR position is too large because I made the same mistake I see a lot of investors on here make. I didn't have enough good ideas, so I bet too big on my best idea.

@DOMOCAPITAL Sep 2

DOMO Capital Management, LLC on X

Yes, those two. They are willing to sell the entire company, but the value of those two plants, specifically, are now much higher. I expect significant consolidation within the industry and that everyone is just waiting to see what happens with not only E15 in California, but year-round nationwide. If the Senate passes something in September/October then the odds that both $ALTO and $GPRE get sold skyrocket.

@DOMOCAPITAL Sep 2

DOMO Capital Management, LLC on X

@toiletkingcap It is! Honestly... probably more-so for $ALTO as they have two plants they are looking to sell that are now worth much more. It's great for both companies though, no doubt.

@SowingAlphaSeed Sep 2

Farmer on X

@valuemaverick1 @Biohazard3737 Can just buy an ETF if you don't know the individual tickers (I bought $BUG in February). Not as much juice as picking the best names, but less risk as well.

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W

@stockgutter Sep 1 1 click

SG on X

@valuedrift $LODE

@stockgutter Sep 1 1 click

SG on X

I think the market is correct to sell $DBGI (note: I have np rn). The same thing that will make it cash-flow positive will dilute the hell out of shareholders: it is paying license fees in shares. While the company has already delivered those shares, it has "make whole" obligations requiring DBGI to restore the consideration to fair value if (when) shares decline. Right now that liability exceeds its market capitalization, and it also has debt coming due.

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $226M

Henrik Alex Sep 10 3 clicks

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $675M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $455M

High Alpha Professor Sep 8 1 click

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $284M

Sylence Capital Sep 6 4 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $852MBRBR $920M

The Value Road Sep 2 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $195M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $610M

Yet Another Value Podcast Sep 1 9 clicks

PESI · long

Perma-fix Environmental Svcs

Perma-Fix Environmental Services (PESI) is presented as a long investment idea.

PESI $332M

Value Investors Club Jun 11 1 click

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $74M

Atrium Research - Equity Research Sep 1 1 click

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $275M

Yet Another Value Blog Sep 1 4 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $638M

Equity Eagle Sep 1

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $383M

Andres Veurink Aug 29 1 click

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

INMB 2026-08-28

INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment

INmune Bio's Ebstrocel targets recessive dystrophic epidermolysis bullosa with UK, EU and US filings planned by early 2027, while XPro adds…

INMB $56M

Tejo Strategy Investing Aug 28

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

CCOI $377M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $458M

The Oak Bloke Aug 27 6 clicks

Friday, September 11, 2026

Farmer on X

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Farmer on X

Timyan Bank Alert on X

Timyan Bank Alert on X

SG on X

SG on X

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