Bullpen.News From Edwin Dorsey
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Monday, October 12, 2026

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H&R REIT, an opportunity in a corrupt process

H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax allocation, with critics seeking to block the deal.

GONYF $499M
Nugget Capital Partner's Substack 2 clicks

From X

@DOMOCAPITAL

DOMO Capital Management, LLC on X

It would be massive.... Honestly though, California is nearly as big as it will be almost instantaneous.... There is simply a fire marshal holding it up for really no reason. It could get resolved any day and when it does... California will be full go E15 instantly. You'll notice an immediate decrease in ethanol inventories and an increase in ethanol prices / crush margins. $ALTO is uniquely positioned for this as well with the west coast facilities. Year-round #E15 approval will take time. Infrastructure would need to be built out across the national and ethanol demand would steadily move higher year after year. California already has the infrastructure.
@DOMOCAPITAL

DOMO Capital Management, LLC on X

That said... I don't expect them to be using it at these levels. I think there are a lot of near-term catalysts that will take shares to new highs. Additionally, I don't know what the short seller thesis is from here. The profitability of $ALTO has completely shifted. The shorts need to cover a lot of shares. I don't know how they're going to do it without moving the stock up a lot. If they wait for the #E15 news they are toast....

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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 4 clicks

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
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

💥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
PETITION

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $247MPRTH $645M
Nat Stewart - Stock Picking Newsletter 9 clicks

Is The Bond Market Running On Empty?

U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).

GLAS $292M
WHAT ARE WE DOING? “Contrarians At The Gate” 1 click

IEH Corporation: Research Note

IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…

IEHC $70M
Atrium Research - Equity Research 7 clicks

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