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 $23.5 million of cash and a…
TMCR · short Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Pharma-Bio Serv’s $11 million market cap nearly matches its $10.7 million cash balance as recovering life-sciences spending supports…
WNMLA trades near $4 versus estimated $8.95 NCAV, but loss-making fund management and cross-holdings leave value dependent on capital…
NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.
Deswell Industries trades at a negative $28 million enterprise value, 0.38 times book value and a roughly 9% dividend yield despite…
Adaptive Ad Systems trades at a $9 million market cap against $12.7 million in net cash, with profitable cable ad insertion operations and…
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…
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