Tuesday, October 20, 2026

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $525M

Trade Ideas Flow Oct 19 20 clicks

Oct 19 BBW $303M

Build-A-Bear: A Narrower Path

TSOH Investment Research 17 clicks

Oct 19 TREE $362M

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

Substack von Philipp 10 clicks

From X

@junkbondinvest 12h ago 1 click

junkbondinvestor on X

Optimum (aka Altice USA), in the last year or so: > Sued its lenders for antitrust violations (great way to piss off just about everybody) > Moved Optimum East and its Lightpath stake into a new sub that doesn’t secure the debt (classic drop-down) > Issued $500mm of pref, $200mm of it Drahi swapping his own common (nice) > Got countersued for fraudulent transfers (saw that one coming) Now they’re nearing a deal to give the lenders the keys. Turns out, it was all just negotiation leverage. $OPTU $ATUS $CSCHLD

@RagingVentures 13h ago 5 clicks

Raging Capital Ventures on X

Bought a bunch of $SKIN into this 20-1 reverse split: the company now has only 6.5 mm shares outstanding. $SKIN has some debt and equipment sales are struggling with high interest rates, but their high margin consumable revenues are stable and the business is starting to generate meaningful cash: pre-tax cash flow could soon approach $4-5 per share. New mgmt is also promising a product upgrade cycle in 2028, which could serve as a catalyst. Have traded the name well in the past; we shall see.

@Mr_Neutral_Man 16h ago 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

Today, I had my assistant call the gas company bc the meters are having issues, schedule 3 termite inspections, had a plumber come fix a sink and the gas connection, and researched how to tow illegally parked cars In the last week, I bought millions of $SITC by clicking buttons

@stockgutter 16h ago

SG on X

With $KSCP and so many others the most important metric is the one nobody talks about: share count growth. https://t.co/SNoPlGWUgS

@TimyanBankAlert 16h ago

Timyan Bank Alert on X

Who is buying $PLQC lately and what do they know? https://t.co/9GS2V1JyKj

@calvinblissett 18h ago

Calvin Blissett on X

@friedoystercult @grok how much is the $HHS deal with STARR going to increase % of current the outstanding shares of $STRRP the 10% preferred with a $10 liquidation

@calvinblissett 19h ago

Calvin Blissett on X

$HHS, Party A proposed all cash $4.6. S4 filed by STARR, $15m needed, Texas Capital provided letter of confidence to give it (For STARR current $5 offer and who I think is closing). Reaffirmed Q4 2026 close. 19% gross spread, 76% IRR. Just smushed the buy button at $4.2

@stockgutter 19h ago

SG on X

looks like we'll get a second Chaince to take a swing at $CD. Probably early. https://t.co/b2AB1N98lR

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $79M

Calvin Blissett 16h ago 7 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $26M

PETITION 26h ago 4 clicks

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $36M

Capital Employed Oct 19 65 clicks

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $298M

Guardian Research Oct 16 17 clicks

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

TPRP $128M

Orphan REITs Oct 16 5 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $783M

TSOH Investment Research Oct 16 12 clicks

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $764M

Hunterbrook Oct 15 15 clicks

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $571M

Monte Independent Investment Research Oct 15 14 clicks

flyExclusive: Sell Despite Strong Turnaround

FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…

FLYX $58M

Dhierin Bechai Oct 15 1 click

Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.

Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…

SHEN $544M

Phynvesting Oct 14 22 clicks

ZOOZ · long

Zooz Strategy LTD

ZOOZ Strategy trades at a roughly 37% discount to the market value of its Bitcoin holdings and cash on a fully diluted basis.

ZOOZ $50M

Value Investors Club Jul 8 2 clicks

Stranded Indium-Phosphide

Aeva’s high-power InP SOA design could supply NPO/CPO optical modules at roughly 17% gross margins, versus 51% for eight discrete DFB…

AEVA $699M

Irrational Analysis Jul 25

Gatekeeper Systems ($GSI.V) FINS Review

Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

GKPRF $126M

Wolf's Substack Jul 23 1 click

Smart Shooter (TASE: SMSH) — The Company That Teaches an Ordinary Rifle to Hit a Drone

Smart Shooter sells AI-enabled rifle sights that track drones and release shots only when likely to hit, trading near 55 times likely 2025…

ESMR $1.9M

Substack von Philipp Jul 23

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

FF $243M

Treasure Hunting Jul 21 4 clicks

Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout

Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…

BHR $95M

Triple S Special Situations Investing Jul 20 5 clicks

Practical Semiconductor Optical Amplifiers (SOA)

Semiconductor optical amplifiers offer compact, low-cost gain for LiDAR, long-haul links and ultra-high-power co-packaged optics, trading…

AEVA $699M

Irrational Analysis Jul 18

A Microcap Inflection the Market Is Missing

Energy & Environmental Services, EESE, pairs a shareholder-led board overhaul and subsidiary divestiture with rising drilling activity,…

EESE $2.9M

Easy Value Jul 17

Groupon Built a Brain

Groupon is building an AI “Brain” to personalize its app for each user, turning its turnaround plan into a product initiative.

GRPN $674M

Mispriced Assets Jul 16

Quick Value #322 - FuboTV (FUBO)

Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…

FUBO $914M

Value Don't Lie Jul 13

Tuesday, October 20, 2026

junkbondinvestor on X

Raging Capital Ventures on X

Mr Neutral Man aka "Howard Marks of REITs” on X

SG on X

Timyan Bank Alert on X

Calvin Blissett on X

Calvin Blissett on X

SG on X

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