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Sunday, October 11, 2026

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@OddDiligence

Odd Diligence on X

$HQ so as many know, QTUM ETF owns 6,565,887 HQ shares (by far the majority of float). The QTUM ETF reviews weightings semi-annually per ETF documentation. This would mean next weighting change is not until December Surprisingly, they published a file Friday night that included changed ETF weightings, against the ETF's rules. This would mean ~3M HQ shares would have needed to be sold by Friday. As a result, index arbs on Monday knocked the stock down 32% on 3X average volume. Selling was massive from open to close Through a few conversations, the index provider corrected the error. Announcement just came out from index provider - Weightings will NOT be changed, other than extremely minor (pro rata) to allow QNT to enter the index ~3M HQ shares will not be sold now by the index. All the index arbs who sold the stock off 32% yesterday will need to decide on what to do Or they can pay 101% overnight rate

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Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $55M
Atrium Research - Equity Research 3 clicks

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $428M
Stock Thoughts 3 clicks
ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $137M
Value Investors Club 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $606M
The Mikro Kap 5 clicks

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $58M
Atrium Research - Equity Research 1 click

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $117M
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