VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time funding aimed at displacing ABS.
Have gone long a chunk of this. Probably also going long some $XSHQ, down 8% from the highs. https://t.co/M9S08ooUrg https://t.co/lWfXSlTVuh
Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo
$SANG getting bought out by $RILY at ~$5.23/share 47% premium to $3.60 close price https://t.co/AuHqgNIh0G
@dirtcheapstocks Pizza Inn $RAVE is close, misses slightly on EV/EBIT here. Have done large buybacks over the years, but stockpiling cash lately, now ~40% of market cap.
@VMCAPLLC In $BBGI someone already did something, @kingdomcapadv this is the result
@taketheLearly @GasBuddyGuy @grok $ALTO $GPRE
$BBGI like @kingdomcapadv this would be a good thing to tie up before selling this cluster https://t.co/Io8DV4kahj
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 4 clicks
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
Eli Gooch 
Zentek initiation report.
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
GRLRF · long Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…
Dental Patient Care America, an OTC dental cooperative with 750 members, trades at 2.3 times earnings while holding net cash worth four…
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
WM Technology shareholder Rod Alzmann urges Weedmaps’ board to pursue a strategic proposal, including a $1.60 to $1.80 Dutch auction,…
NamSys (CTZ.V) trades at 9x free cash flow, buys back shares and grows cash-management software revenue, led by 52% growth in its…
InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…
Taitron Components trades below net cash and investments after tariffs, a dividend cut and voluntary Nasdaq delisting drove shares to $1.
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
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