Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Saturday, November 7, 2026
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Farmer on X
I think my $ORR position is too large because I made the same mistake I see a lot of investors on here make. I didn't have enough good ideas, so I bet too big on my best idea.
DOMO Capital Management, LLC on X
Yes, those two. They are willing to sell the entire company, but the value of those two plants, specifically, are now much higher. I expect significant consolidation within the industry and that everyone is just waiting to see what happens with not only E15 in California, but year-round nationwide. If the Senate passes something in September/October then the odds that both $ALTO and $GPRE get sold skyrocket.
DOMO Capital Management, LLC on X
@toiletkingcap It is! Honestly... probably more-so for $ALTO as they have two plants they are looking to sell that are now worth much more. It's great for both companies though, no doubt.
Farmer on X
@valuemaverick1 @Biohazard3737 Can just buy an ETF if you don't know the individual tickers (I bought $BUG in February). Not as much juice as picking the best names, but less risk as well.
Timyan Bank Alert on X
Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo
Timyan Bank Alert on X
Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W
SG on X
@valuedrift $LODE
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 RSGN $876M
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
- Sandon Capital — Activist Fund September 2026 COG $241MFWD $130M
- Elm Ridge Management September 2026 LUCN $84M
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GREAT DEC-TECTIVE WORK
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Nine Mile Metals is the subject of a research note.
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