Tuesday, October 20, 2026

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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.

From X

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.

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…

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.

HNRG · long

Hallador Energy CO

Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.

Revisiting An Old Idea

Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…

JBG Smith

JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…

IOFNF- Iofina (buy)

Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.

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